# Sentry Equipment Corp. 401(k) Plan
Source: https://planprovider.pro/companies/sentry-equipment-corp-390343280-003

> Sentry Equipment Corp.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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