Plan Snapshot
- Plan Sponsor: Sentry Equipment Corp.
- Sponsor EIN: 390343280
- Sponsor Address: 966 BLUE RIBBON CIRCLE NORTH, OCONOMOWOC, WI, 53066
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 203
- Total Assets: $32.3M
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 | 203 | $32.3M | $721,292 | $1.3M |
| 2023 | 206 | $28.2M | $697,516 | $1.3M |
| 2022 | 196 | $25.5M | $606,621 | $1.2M |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | Other Service Provider | $79,447 | — | $79,447 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,447
- Estimated Expense Ratio: 0.246% 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 | $79,446 | $76,673 | — | — | — |
| 2023 | $76,960 | $71,005 | — | — | — |
| 2022 | $69,951 | $66,741 | — | — | — |