AUMdb

Continental Management 401(k) Plan

Sponsored by Continental Management, Llc · EIN 380214031 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
450
With balances
515

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Consulting (general), Participant loan processing $64,688
Sentinel Pension Advisors Consulting (general), Investment management fees (direct), Investment advisory (participants) $24,859
Fidelity Trust Company Recordkeeping, Custodial (securities), Direct payment from the plan $10,207