Plan Snapshot
- Plan Sponsor: Sentrilock, LLC
- Sponsor EIN: 200070121
- Sponsor Address: 7701 SERVICE CENTER DRIVE, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 194 | $13.1M | $588,004 | $1.2M |
| 2023 | 195 | $12.1M | $553,598 | $1.1M |
| 2022 | 190 | $9.9M | $500,836 | $917,913 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT, & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $67,902 | $30,731 | — | — | — |
| 2023 | $58,046 | $25,870 | — | — | — |
| 2022 | $52,950 | — | — | — | — |