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Recordkeeping fees per participant · Sentinel 401(k) and Profit Sharing Plan · plan year 2024
$32.76
Higher than 28% of the 14,075 plans $10 to 50M that report it.
= $6,192 / 189
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250605133358NAL0011603073001, received 2025-06-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250605133358NAL0011603073001, received 2025-06-05
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-05.
Administrative expenses excluding investment management, per participant
$94.86
Higher than 40% of the 24,371 plans $10 to 50M that report it.
= $17,929 / 189
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250605133358NAL0011603073001, received 2025-06-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250605133358NAL0011603073001, received 2025-06-05
Administrative expenses per participant
$294.53
Higher than 71% of the 25,098 plans $10 to 50M that report it.
= $55,667 / 189
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250605133358NAL0011603073001, received 2025-06-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250605133358NAL0011603073001, received 2025-06-05
Administrative expenses as a share of assets
0.468%
Higher than 78% of the 25,132 plans $10 to 50M that report it.
= $55,667 / $11,893,871
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250605133358NAL0011603073001, received 2025-06-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250605133358NAL0011603073001, received 2025-06-05
Employer contributions per participant
$1,396
Higher than 29% of the 24,050 plans $10 to 50M that report it.
= $263,917 / 189
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250605133358NAL0011603073001, received 2025-06-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250605133358NAL0011603073001, received 2025-06-05
Employer share of total contributions
23.9%
Higher than 36% of the 24,084 plans $10 to 50M that report it.
= $263,917 / $1,103,038
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250605133358NAL0011603073001, received 2025-06-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250605133358NAL0011603073001, received 2025-06-05
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250605133358NAL0011603073001, received 2025-06-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SENTINEL OFFENDER SERVICES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Plan name | SENTINEL 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Sponsor EIN / plan number | 33-0929945 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Sponsor location | ANAHEIM, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Industry (business code) | 541190, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Filing received | 2025-06-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Participants, beginning of year | 389 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Active participants | 294 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Participants, end of year | 358 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Participants with an account balance | 189 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total assets, beginning of year | $10,278,779 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total assets, end of year | $11,893,871 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Net assets, end of year | $11,893,871 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total income | $2,294,962 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Net income | $1,615,092 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Employer contributions | $263,917 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Participant contributions | $776,940 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Other contributions (incl. rollovers) | $62,181 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total contributions | $1,103,038 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Benefit payments | $624,203 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total expenses (incl. benefit payments) | $679,870 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Total administrative expenses | $55,667 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Recordkeeping fees | $6,192 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| IQPA audit fees | $11,737 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Investment advisory and management fees | $37,738 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Administrative expenses excluding investment management | $17,929 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250605133358NAL0011603073001, received 2025-06-05 |
| Independent auditor | CLIFTON LARSON ALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250605133358NAL0011603073001, received 2025-06-05 |
Position = column in the DOL layout for form year 2024. Filing 20250605133358NAL0011603073001, received 2025-06-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | INVESTMENT ADVISORY PLAN | 16 Consulting (general); 27 Investment advisory (plan); 53 Insurance brokerage commissions and fees | $37,738 | no |
| CLIFTON LARSON ALLEN LLP | AUDITOR | 10 Accounting (including auditing); 50 Direct payment from the plan | $11,737 | no |
| TRANSAMERICA LIFE INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $6,192 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250605133358NAL0011603073001, received 2025-06-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $10,278,779 | $11,893,871 | 15.7% |
| Participants with a balance | 242 | 189 | -21.9% |
| Administrative expenses | $53,173 | $55,667 | 4.7% |
| Recordkeeping fees per participant | $28.64 | $32.76 | 14.4% |
| Employer contributions | $229,920 | $263,917 | 14.8% |
Prior filing 20240625100114NAL0004531219001, received 2024-06-25; the plan years are contiguous.
Sponsor name as filed: SENTINEL OFFENDER SERVICES, LLC; SEC registrant: SENTINEL OFFENDER HOLDINGS, LLC (CIK 1697947, matched by EIN).