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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL BENEFITS GROUP, LLC1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $24,872 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $20,247 |
9 funds of $250K or more; 11 lines in all, holding $7.2M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.5M | 89.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $279K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $95K | 1.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $75K | 1.0% |
| U.S. Large Cap Equity Portfolio Institutional Class Dimensional · Mutual fund | $73K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $64K | 0.9% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market | $62K | 0.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 0.7% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $45K | 0.6% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $8K | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.