Sentry Ford Lincoln, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sentry Ford Lincoln, INC.
  • Sponsor EIN: 043018451
  • Sponsor Address: 4100 MYSTIC VALLEY PARKWAY, MEDFORD, MA, 02155
  • Plan Type: 401(k)
  • Plan Number: 001
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202471$11.1M$0$382,388
202370$9.7M$40,493$422,041
202268$7.7M$36,652$383,094

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