Plan Snapshot
- Plan Sponsor: Sentinel Real Estate Corporation
- Sponsor EIN: 132957368
- Sponsor Address: 1251 AVENUE OF THE AMERICAS 24TH FL, NEW YORK, NY, 100200009
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $66.5M
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 | 823 | $66.5M | $412,991 | $3.6M |
| 2023 | 797 | $56.1M | $358,070 | $3.2M |
| 2022 | 754 | $48.0M | $265,488 | $2.6M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES | OTHER SERVICES | $19,000 | — | $19,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,645 | — | $17,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES — OTHER SERVICES
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,645
- Estimated Expense Ratio: 0.055% 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 | $41,325 | — | $41,325 | — | — |
| 2023 | $40,000 | — | $40,000 | — | — |
| 2022 | $39,499 | — | $39,499 | — | — |