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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $36,849 |
SENTINEL BENEFITS GROUP, LLC7 years Service code 15 · EIN 04-3015875 | Recordkeeping | $35,680 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,148 |
14 funds of $250K or more; 15 lines in all, holding $21.4M of the plan's $22.0M. From the 2024 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $4.7M | 21.8% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $4.5M | 21.2% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $2.8M | 13.1% |
| MS Mid Cap Growth Fund Manager not matched · Mutual fund | $2.2M | 10.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.8M | 8.4% |
| Great Gray Trust III MetLife Guarantee Account Contract Manager not matched · Collective trust | $1.4M | 6.6% |
| Oppenheimer Global Fund Invesco · Mutual fund | $1.2M | 5.5% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $941K | 4.4% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $875K | 4.1% |
| Current Investments Allspring Special Small Cap Value Fund Allspring · Mutual fund | $427K | 2.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.