Plan Snapshot
- Plan Sponsor: Sentry Ford Lincoln, INC.
- Sponsor EIN: 043018451
- Sponsor Address: 4100 MYSTIC VALLEY PARKWAY, MEDFORD, MA, 02155
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 71 | $11.1M | $0 | $382,388 |
| 2023 | 70 | $9.7M | $40,493 | $422,041 |
| 2022 | 68 | $7.7M | $36,652 | $383,094 |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN PC — Auditor
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 | $591,720 | — | $28,161 | — | — |
| 2023 | $145,051 | — | $24,092 | — | — |
| 2022 | $24,603 | — | — | — | — |