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Original filing (PDF)20250902165930NAL0008605683001
SENTINEL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SENTINEL TECHNOLOGIES RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
710
Accounts w/ balance
786
Plan assets (EOY)
$100.3M
Net assets (EOY)
$100.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 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
- 20 bps in Schedule C fees — 99% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTINEL TECHNOLOGIES, INC..
Plan sponsor
Name
SENTINEL TECHNOLOGIES, INC.
EIN
36-3199182
Address
2550 WARRENVILLE ROAD · DOWNERS GROVE, IL · 60515
Phone
(630) 769-4300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $139K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | 26-4789150 | — | CONSULTANT | $61K | — |
Investments
30 direct securities · 2 pooled funds· $101.6M(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
$90.2M
30 holdings
Common Collective Trust
$11.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | $19.7M | $29.7M | 29.6% | |
| Vanguard Total Bond Mkt | — | — | — | $10.1M | 10.1% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | — | — | $9.7M | $9.6M | 9.6% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.8M | 7.8% | |
| T Rowe Price T Rowe Price Retirement Bal I FD 709 T Rowe Price T Rowe Price Value Fund CL I | — | — | — | $5.5M | 5.5% | |
| Fidelity Small Cap Growth Fund K6 | — | — | — | $4.6M | 4.6% | |
| Columbia Small CP VL Fund | — | — | — | $4.1M | 4.1% | |
| WINSLOW LARGE CAP GRTH CL R SEI TRUST COMPANY · EIN 27-3442979 / PN 043 | Common Collective Trust | — | — | $3.7M | 3.6% | |
| Vanguard Extended Mkt Indx Adm | — | — | — | $3.5M | 3.5% | |
| T Rowe Price T Rowe Price 2030 CL | — | — | — | $2.3M | 2.3% | |
| BlackRock High Yield Fund Inst | — | — | — | $2.3M | 2.3% | |
| DFA Global Real Estate Sec Instl | — | — | — | $2.1M | 2.1% | |
| Vanguard International Value | — | — | — | $1.9M | 1.9% | |
| Invesco Developing MKTS Fund R6 | — | — | — | $1.9M | 1.9% | |
| T Rowe Price T Rowe Price 2035 CL | — | — | — | $1.6M | 1.6% | |
| Pimco Commodity Real Return ST | — | — | — | $1.5M | 1.5% | |
| Pimco Total Return | — | — | — | $1.3M | 1.3% | |
| T Rowe Price T Rowe Price 2045 CL | — | — | — | $1.3M | 1.3% | |
| Vanguard Intl Growth Fund Adm CL | — | — | — | $1.1M | 1.1% | |
| from participants maturities up to 5 years | — | — | — | $1.0M | 1.0% | |
| LOAN FUND LOANS | — | — | $1.0M | $1.0M | 1.0% | |
| T Rowe Price T Rowe Price 2040 CL | — | — | — | $656K | 0.7% | |
| T Rowe Price T Rowe Price 2055 CL | — | — | — | $586K | 0.6% | |
| T Rowe Price T Rowe Price 2050 CL | — | — | — | $542K | 0.5% | |
| T Rowe Price T Rowe Price 2025 CL | — | — | — | $522K | 0.5% | |
| T Rowe Price T Rowe Price 2060 CL | — | — | — | $478K | 0.5% | |
| BLF FEDFUND MONEY MARKET | — | — | $285K | $285K | 0.3% | |
| T Rowe Price T Rowe Price 2020 CL | — | — | — | $225K | 0.2% | |
| T Rowe Price T Rowe Price 2065 CL | — | — | — | $213K | 0.2% | |
| Hartford Strategic Inc CL R6 | — | — | — | $42K | <0.1% | |
| T Rowe Price T Rowe Price 2005 CL 709 T Rowe Price T Rowe Price 2015 CL | — | — | — | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $3K | $3K | <0.1% |
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