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

Sentinel Wealth Management, Inc.'s plan reported $276K in assets and 2 participants for 2024.

Original filing (PDF)20250710074339NAL0014627074001

Sentinel Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Sentinel Wealth Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Sentinel Wealth Management, Inc.'s Sentinel Wealth Management, Inc. Cash Balance Plan held $276K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

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

EIN 22-3860643

Plan number 004

Plan year 2024

ACK ID 20250710074339NAL0014627074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sentinel Wealth Management, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SENTINEL WEALTH MANAGEMENT, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score