Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY10+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $10 |
3 funds hold $19K of the plan's $22K. From the 2025 filing. Recordkeeper: Sentry Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Sentry Total Bond Index Account Sentry · Mutual fund Index | $8K | 44.3% |
| Sentry Large Cap Index Account Sentry · Mutual fund Index | $6K | 29.5% |
| Sentry 2025 Targeted Retirement Account IV Manager not matched · Other | $5K | 26.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.