AUMdb

Sentinel 401(k) And Profit Sharing Plan

Sponsored by Sentinel Offender Services, Llc · EIN 330929945 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
294
With balances
189

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
The Baldwin Group Wealth Advisors L Consulting (general), Investment advisory (plan), Insurance brokerage commissions $37,738
Clifton Larson Allen Llp Accounting, Direct payment from the plan $11,737
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $6,192