Diana Dadoly signed Sente Mortgage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sente Mortgage's EIN is 26-0402100.
Download the official 2024 Form 5500 (PDF) for Sente Mortgage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sente Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY S EDGE CPA | 26-4527814 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans Interest Rates: 4.25% - 9.5% | Bonds / Notes | — | — | $316K | 3.5% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | Mutual Funds | — | — | $49K | 0.5% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | Mutual Funds | — | — | $27K | 0.3% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | Mutual Funds | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | Mutual Funds | — | — | $8K | <0.1% | |
| Loomis Sayles SmallCap Growth Mutual fund | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Wellington Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $39K | — |
