# Sentinel Benefits Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sentinel-benefits-group-inc-401k-plan

> Sentinel Benefits Group, INC.&#39;s 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sentinel Benefits Group, INC.

- **Sponsor EIN:** 043015875

- **Sponsor Address:** 100 QUANNAPOWITT PKWY, STE 402, WAKEFIELD, MA, 01880

- **Plan Type:** 401(k)

- **Total Participants:** 272

- **Total Assets:** $69.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|272|$69.1M|$918,487|$3.0M|

| 2023|272|$59.4M|$784,501|$2.5M|

| 2022|247|$48.7M|$694,141|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS, LLP|Auditor|$12,540|—|$12,540|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,540

- **Estimated Expense Ratio:** 0.018% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$19,488|—|—|$12,540|—|

| 2023|$10,806|—|—|$10,000|—|

| 2022|$9,504|—|—|—|$9,450|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sentinel-benefits-group-inc-401k-plan)

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