Plans listing this provider
75
0.13% of the 56,420 plans with Schedule H financials; 75 in 2023
Providers › Sentinel Pension Advisors
Plans listing this provider
75
0.13% of the 56,420 plans with Schedule H financials; 75 in 2023
Assets of those plans
$2,319,528,984
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,547,904
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 67 |
| 50 | Direct payment from the plan | 36 |
| 51 | Investment management fees paid directly by plan | 28 |
| 26 | Investment advisory (participants) | 24 |
| 16 | Consulting (general) | 7 |
| 15 | Recordkeeping and information management | 6 |
| 38 | Participant communication | 3 |
| 64 | Recordkeeping fees | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Nemak USA, Inc. Retirement Savings Plan | Nemak USA | $189,022,792 | 2,764 | $100,000 |
| Ampersand 401(k) Plan | National Cable Communications LLC (DBA Ampersand) | $178,668,632 | 755 | $50,000 |
| John Moriarty & Associates, Inc. 401(k) Retirement Plan | John Moriarty & Associates | $112,446,700 | 494 | $16,667 |
| Allied Beverage Group Local 2-d Union Retirement Plan | Allied Beverage Group | $90,830,469 | 318 | $75,000 |
| Curtis, Mallet-prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and Partnersrecordkeeper | Curtis Mallet-prevost colt & Mosle | $86,867,472 | 195 | $6,700 |
| Bluebird Bio, Inc. 401(k) Plan | Bluebird Bio | $82,602,567 | 787 | $37,487 |
| Allied Beverage Group, L.L.C. 401(k) Plan | Allied Beverage Group | $72,872,425 | 471 | $63,729 |
| S/A/R Academy 401(k) Plan | Salanter Akiba Riverdale Academy | $66,071,967 | 491 | $23,046 |
| Thai Summit America Corporation Profit Sharing & 401(k) Plan | Thai Summit America | $55,973,130 | 1,063 | $64,643 |
| Vice Media Acquisition, LLC 401(k) Plan | Vice Media Acquisition | $55,034,692 | 1,034 | $40,000 |
| Haug Partners LLP 401(k) Plan | Haug Partners | $54,592,350 | 170 | $21,227 |
| Buro Happold Retirement Plan | Buro Happold Consulting Engineers | $51,559,439 | 587 | $56,674 |
| Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust | Samuel A. Ramirez | $50,887,699 | 164 | $49,891 |
| The Monadnock Construction, Inc. 401(k) Plan | Monadnock Construction | $48,520,735 | 364 | $57,262 |
| LBB Specialties 401(k) Plan | LBB Specialties Holdings | $47,519,980 | 255 | $49,993 |
| Sciencelogic Inc. 401(k) Plan | ScienceLogic | $47,238,345 | 567 | $43,429 |
| Napco Security Technologies, Inc. 401(k) Profit Sharing Plan | Napco Security Technologies | $46,294,554 | 201 | $43,000 |
| Set Environmental, Inc. 401(k) Savings Plan | Set Environmental | $44,035,537 | 698 | $67,309 |
| Star of the West Savings and Protection Plan | Star of the West Milling | $38,824,147 | 477 | $46,135 |
| Security Lock Distributors, Inc. 401(k) Profit Sharing Plan and Trust | Security Lock Distributors | $36,614,936 | 240 | $60,246 |
| Potpourri Group, Inc. 401(k) Retirement and Savings Plan | Potpourri Group | $31,055,260 | 270 | $44,995 |
| Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan | Tonneson | $30,033,491 | 124 | $8,431 |
| Amercareroyal 401(k) Plan | Amercareroyal | $28,903,721 | 657 | $30,536 |
| Chestnut Dental Associates, P.C. Profit Sharing Plan | Chestnut Dental Associates | $27,472,107 | 122 | $30,888 |
| Savings Plan of Harmonic Drive LLC | Harmonic Drive | $26,917,902 | 239 | $30,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.