Sentinel Private Wealth INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sentinel Private Wealth INC.
  • Sponsor EIN: 863926000
  • Sponsor Address: 2300 GLADES RD, #260W, BOCA RATON, FL, 33431
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $275,781

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$275,781$0$0
20231$1.0M$0$0
20221$1.0M$0$0

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