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Original filing (PDF)20250812065445NAL0007045843001
SENTRILOCK, LLC
Form 5500
FILING_RECEIVED
SENTRILOCK, LLC 401(K) PLAN
401(k) retirement plan
Active participants
194
Accounts w/ balance
232
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTRILOCK, LLC.
Plan sponsor
Name
SENTRILOCK, LLC
EIN
20-0070121
Address
7701 SERVICE CENTER DRIVE · WEST CHESTER, OH · 45069
Phone
(513) 644-1754
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT, & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | ADVISOR | $31K | — |
Investments
27 direct securities · 1 pooled fund· $13.1M(100% of reported assets)
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.
Uncategorized
$12.7M
27 holdings
Common Collective Trust
$394K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 9,234.002 | $1.3M | $1.9M | 14.4% | |
| FA FREEDOM 2055 K6 | — | 95,236.289 | $1.3M | $1.4M | 11.0% | |
| FA FREEDOM 2045 K6 | — | 91,289.999 | $1.1M | $1.2M | 9.4% | |
| FA FREEDOM 2035 K6 | — | 81,918.382 | $1.1M | $1.2M | 9.2% | |
| JPM LG CAP GROWTH R6 | — | 12,041.65 | $689K | $1.0M | 7.7% | |
| JPM EQUITY INCOME R6 | — | 32,927.99 | $688K | $788K | 6.0% | |
| FA FREEDOM 2050 K6 | — | 51,160.878 | $615K | $692K | 5.3% | |
| MFS INTL DIVRSN R6 | — | 27,997.268 | $589K | $640K | 4.9% | |
| FA FREEDOM 2060 K6 | — | 37,314.015 | $460K | $514K | 3.9% | |
| VICTORY S EST VAL R6 | — | 10,598.861 | $472K | $487K | 3.7% | |
| FA TOTAL BOND Z | — | 42,644.032 | $418K | $400K | 3.1% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | 394,156.45 | $394K | $394K | 3.0% | |
| FA FREEDOM 2040 K6 | — | 20,749.46 | $319K | $347K | 2.6% | |
| FA FREEDOM 2025 K6 | — | 26,290.807 | $339K | $333K | 2.5% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $269K | 2.0% | |
| FID MID CAP IDX | — | 6,531.097 | $191K | $221K | 1.7% | |
| TRP DIV GROWTH I | — | 2,836.754 | $181K | $218K | 1.7% | |
| FID GLB EX US IDX | — | 14,688.189 | $211K | $212K | 1.6% | |
| FA FREEDOM 2065 K6 | — | 13,963.549 | $167K | $182K | 1.4% | |
| VICTORY S SM CO OP I | — | 3,663.733 | $180K | $173K | 1.3% | |
| FID SM CAP IDX | — | 4,705.472 | $118K | $130K | 1.0% | |
| JPM GLB BOND OPP R6 | — | 9,821.424 | $95K | $95K | 0.7% | |
| MFS MID CAP GRTH R6 | — | 2,957.825 | $75K | $93K | 0.7% | |
| C&S REAL ESTATE Z | — | 4,114.809 | $70K | $71K | 0.5% | |
| FA FREEDOM 2030 K6 | — | 1,863.26 | $26K | $27K | 0.2% | |
| FA FREEDOM 2020 K6 | — | 816.883 | $9K | $10K | <0.1% | |
| FA FREEDOM 2015 K6 | — | 895.855 | $10K | $9K | <0.1% | |
| FA FREEDOM INCOME K6 | — | 201.421 | $2K | $2K | <0.1% |
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