Samuel Mitchell signed Sentinel Benefits Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentinel Benefits Group, Inc.'s EIN is 04-3015875.
Download the official 2024 Form 5500 (PDF) for Sentinel Benefits Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sentinel Benefits Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | N/A | $13K | — |
| SENTINEL BENEFITS GROUP, INC | 04-3015875 | — | N/A | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPA GROWTH PORTFOLIO WILMINGTGREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $11.7M | 17.0% | |
| CIT BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $9.6M | 13.8% | |
| RELIANCE TRUST STABLE VAL SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6.8M | 9.9% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $6.4M | 9.2% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $5.1M | 7.4% | |
| PGIM Total Return Bond CL Q Mutual Fund | Other securities | — | — | $4.6M | 6.7% | |
| Principal Blue Chip R6 Mutual Fund | Other securities | — | — | $3.3M | 4.7% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $3.0M | 4.4% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $2.8M | 4.0% | |
| CIT BLACKROCK EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $2.7M | 3.9% | |
| CIT BLACKROCK U.S. DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2.3M | 3.4% | |
| CIT BLACKROCK MID CAP EQUITY IND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.1M | 3.1% | |
| CIT BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $2.1M | 3.0% | |
| Brokerage Accounts | Self-Directed Brokerage | — | — | $1.9M | 2.7% | |
| DFA US Vector Equity Mutual Fund | Mutual Funds | — | — | $1.6M | 2.3% | |
| Fidelity Emerging Markets Mutual Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| Cohen & Steers Realty Foc Fund Mutual Fund | Other securities | — | — | $655K | 0.9% | |
| and maturing through September 2033 | Other securities | — | — | $419K | 0.6% | |
| SPA CONSERVATIVE PORFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $401K | 0.6% | |
| BlackRock Strategic Income Opp Mutual Fund | Other securities | — | — | $252K | 0.4% | |
| Fidelity Government Money Market Premium Fund Money Market Fund | Mutual Funds | — | — | $59K | <0.1% | |
| DFA International Vector Equity Mutual Fund | Mutual Funds | — | — | $58K | <0.1% | |
| Artisan International Small-Mid Instl Mutual Fund | Other securities | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
