Margaret Rafferty signed Sentry Centers Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentry Centers Holdings LLC's EIN is 45-2797947.
Download the official 2024 Form 5500 (PDF) for Sentry Centers Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sentry Centers Holdings LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | — | INV ADV. | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Other securities | — | — | $5.3M | 29.3% | |
| VAN TARGET RETIRE 2050 | Other securities | — | — | $3.6M | 19.8% | |
| VAN TARG RETIRE 2060 | Other securities | — | — | $2.3M | 12.5% | |
| VAN TARGET RETIRE 2045 | Other securities | — | — | $2.1M | 11.7% | |
| VAN TARGET RETIRE 2040 | Other securities | — | — | $1.3M | 7.3% | |
| VAN TARGET RETIRE 2035 | Other securities | — | — | $707K | 3.9% | |
| FID 500 IND | Mutual Funds | — | — | $684K | 3.8% | |
| VAN TARGET RETIRE 2030 | Other securities | — | — | $550K | 3.0% | |
| VAN TARG RETIRE 2065 | Other securities | — | — | $311K | 1.7% | |
| FIDELITY ADVISOR TECHNOLOGY Z | Mutual Funds | — | — | $156K | 0.9% | |
| JPM GROWTH ADVANTAGE FUND - R | Other securities | — | — | $144K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Mutual Funds | — | — | $100K | 0.5% | |
| VANGUARD MID CAP VALUE IND AD | Mutual Funds | — | — | $97K | 0.5% | |
| Notes receivable from participants (5.00% -9.50%) | Bonds / Notes | — | — | $94K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Other securities | — | — | $80K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX | Other securities | — | — | $75K | 0.4% | |
| PRINCIPAL HIGH YIELD FUND R6 | Other securities | — | — | $66K | 0.4% | |
| FID US BOND IND | Mutual Funds | — | — | $56K | 0.3% | |
| VANGUARD REAL ESTATE INDEX AD | Mutual Funds | — | — | $50K | 0.3% | |
| VANGUARD INTL GRTH ADM | Mutual Funds | — | — | $43K | 0.2% | |
| FID LARGE CAP GROWTH INDEX | Mutual Funds | — | — | $38K | 0.2% | |
| INVESCO CORE BOND R6 | Mutual Funds | — | — | $37K | 0.2% | |
| VAN TARGET RETIRE INC | Common Stocks | — | — | $29K | 0.2% | |
| JPMORGAN US EQUITY FUND R6 | Other securities | — | — | $28K | 0.2% | |
| VAN TARGET RETIRE 2025 | Other securities | — | — | $23K | 0.1% | |
| ARTISAN MID CAP FUND- INV | Other securities | — | — | $18K | 0.1% | |
| VANGUARD VALUE INDEX FUND ADM | Common Collective Trusts | — | — | $16K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $14K | <0.1% | |
| CAL US LC CORE RESP INDEX R6 | Other securities | — | — | $11K | <0.1% | |
| AB SMALL CAP GROWTH PORT Z | Other securities | — | — | $7K | <0.1% | |
| VAN CASH RES FED MON MKT ADMR | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
