Filings through .
Filed April 2, 2019 (most recent of 3 filings on file)
Street address, email and phone are on Pro, free for 7 days.
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 |
|---|---|---|
SENTINEL BENEFITS GROUP, LLC3 years Service code 15 · EIN 20-5916766 | Recordkeeping | $39,661 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
25 funds of $250K or more; 18 lines in all, holding $35.4M of the plan's $35.6M. From the 2024 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice Moderate Investment Class American Century · Other | $11.1M | 31.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.4M | 15.2% |
| Similar Party Par, or Maturity Value Manager not matched · Mutual fund | $3.5M | 9.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 7.2% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.4M | 6.8% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 4.9% |
| American Century One Choice Conservative Investment Class American Century · Other | $1.4M | 3.9% |
| Galliard Stable Return Fund C Allspring · Collective trust | $1.3M | 3.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.2M | 3.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $871K | 2.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.