Sentry Financial Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sentry Financial Corporation
  • Sponsor EIN: 870436370
  • Sponsor Address: 201 SOUTH MAIN STREET, SALT LAKE CITY, UT, 84111
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $8.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$8.3M$256,503$187,349
202311$6.7M$118,835$88,326
202211$6.2M$242,467$144,927

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