Robert Kranz signed Sentrilock, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentrilock, LLC's EIN is 20-0070121.
Download the official 2024 Form 5500 (PDF) for Sentrilock, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sentrilock, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $1.3M | $1.9M | 14.4% | |
| FA FREEDOM 2055 K6 | Other securities | — | $1.3M | $1.4M | 11.0% | |
| FA FREEDOM 2045 K6 | Other securities | — | $1.1M | $1.2M | 9.4% | |
| FA FREEDOM 2035 K6 | Other securities | — | $1.1M | $1.2M | 9.2% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $689K | $1.0M | 7.7% | |
| JPM EQUITY INCOME R6 | Other securities | — | $688K | $788K | 6.0% | |
| FA FREEDOM 2050 K6 | Other securities | — | $615K | $692K | 5.3% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $589K | $640K | 4.9% | |
| FA FREEDOM 2060 K6 | Other securities | — | $460K | $514K | 3.9% | |
| VICTORY S EST VAL R6 | Other securities | — | $472K | $487K | 3.7% | |
| FA TOTAL BOND Z | Other securities | — | $418K | $400K | 3.1% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $394K | $394K | 3.0% | |
| FA FREEDOM 2040 K6 | Other securities | — | $319K | $347K | 2.6% | |
| FA FREEDOM 2025 K6 | Other securities | — | $339K | $333K | 2.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $269K | 2.0% | |
| FID MID CAP IDX | Common Collective Trusts | — | $191K | $221K | 1.7% | |
| TRP DIV GROWTH I | Other securities | — | $181K | $218K | 1.7% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $211K | $212K | 1.6% | |
| FA FREEDOM 2065 K6 | Other securities | — | $167K | $182K | 1.4% | |
| VICTORY S SM CO OP I | Common Stocks | — | $180K | $173K | 1.3% | |
| FID SM CAP IDX | Common Collective Trusts | — | $118K | $130K | 1.0% | |
| JPM GLB BOND OPP R6 | Other securities | — | $95K | $95K | 0.7% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $75K | $93K | 0.7% | |
| C&S REAL ESTATE Z | Other securities | — | $70K | $71K | 0.5% | |
| FA FREEDOM 2030 K6 | Other securities | — | $26K | $27K | 0.2% | |
| FA FREEDOM 2020 K6 | Other securities | — | $9K | $10K | <0.1% | |
| FA FREEDOM 2015 K6 | Other securities | — | $10K | $9K | <0.1% | |
| FA FREEDOM INCOME K6 | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
