How big is Sentinel Wealth Managment, Inc.'s plan?

Sentinel Wealth Managment, Inc.'s plan reported $55K in assets and 2 participants for 2024.

Original filing (PDF)20250707143210NAL0001665315001

Sentinel Wealth Managment, Inc.

Name: Sentinel Wealth Managment, Inc. — Sentinel Wealth, Form 5500 (2024)
Creator: Sentinel Wealth Managment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sentinel Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Sentinel Wealth Managment, Inc.'s Sentinel Wealth Management, Inc. 401(k) Plan held $55K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan identifiers

Sentinel Wealth Managment, Inc.'s EIN is 22-3860643.

EIN 22-3860643

Plan number 003

Plan year 2024

ACK ID 20250707143210NAL0001665315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sentinel Wealth Managment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sentinel Wealth Managment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SENTINEL WEALTH MANAGMENT, INC.

EIN

all filings

Address

11710 PLAZA AMERICA DR., SUITE 130 · RESTON, VA · 20190

Phone

(703) 787-5770

Industry

Finance & Insurance

Plan administrator