AUMdb

Sentinel Benefits Group, Inc. Profit Sharing & 401(k) Trust

Sponsored by Sentinel Benefits Group, Inc. · EIN 043015875 · Plan #001

Total assets
$69.1M
Net assets
$69.1M
Active participants
272
With balances
337

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Forvis Mazars, Llp Accounting, Direct payment from the plan $12,540
Sentinel Benefits Group, Inc Recordkeeping, Direct payment from the plan $6,923