Plan Snapshot
- Plan Sponsor: Sentry Management, INC.
- Sponsor EIN: 591625937
- Sponsor Address: 2180 W. STATE ROAD 434, SUITE 5000, LONGWOOD, FL, 327795042
- Plan Type: 401(k)
- Total Participants: 868
- Total Assets: $10.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 868 | $10.2M | $48,021 | $1.5M |
| 2023 | 831 | $9.0M | $44,052 | $1.3M |
| 2022 | 745 | $7.8M | $31,101 | $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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | — | $37,143 | $37,143 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $7,242 | — | $7,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,385
- Estimated Expense Ratio: 0.435% 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 | $87,833 | — | — | — | — |
| 2023 | $71,589 | $71,589 | — | — | — |
| 2022 | $64,707 | $64,707 | — | — | — |