Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 47-3860238 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Total Bond Fund Class Z | Other securities | 364,996 | $3.5M | $3.4M | 29.0% | |
| JP Morgan Strategic Income Oppurtunity R6 | Other securities | 156,084 | $1.8M | $1.8M | 15.2% | |
| Nationwide Amundi Strategic Income Institutional Services | Other securities | 178,845 | $1.8M | $1.8M | 15.1% | |
| Fidelity Global ex U.S. Index Fund | Other securities | 96,779 | $1.3M | $1.4M | 11.8% | |
| Fidelity Conservative Income Bond Fund | Other securities | 118,572 | $1.2M | $1.2M | 10.1% | |
| Vanguard Equity Income Fund Admiral Shares | Other securities | 6,612 | $593K | $583K | 4.9% | |
| Fidelity Multi-Asset Income Fund | Other securities | 40,740 | $533K | $576K | 4.9% | |
| Shelton Equity Income Fund Direct | Other securities | 27,133 | $435K | $466K | 3.9% | |
| Fidelity Total Market Index Fund | Other securities | 2,854 | $364K | $460K | 3.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Other securities | 639 | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
