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Original filing (PDF)20241011113823NAL0043515810001
SENTRY EQUIPMENT ERECTORS, LLC
Form 5500
FILING_RECEIVED
SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
247
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTRY EQUIPMENT ERECTORS, LLC.
Plan sponsor
Name
SENTRY EQUIPMENT ERECTORS, LLC
EIN
54-1150258
Address
13150 EAST LYNCHBURG-SALEM TURNPIKE · FOREST, VA · 24551
Phone
(434) 525-0769
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DAVIDSON, DOYLE, HILTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURA ESOP FIDUCIARY SERVICES LLC | 82-2898965 | — | FIDUCIARY SER TRUSTEE | $25K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES INC | 37-1808847 | — | INVESTMENT AD VISORY PLAN | $49K | — |
| CHARTWELL FINANCIAL ADVISORY INC | 36-4799908 | — | VALUATION APPR | $26K | — |
| TRANSMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | — | $19K | — |
| PENSION FINANCIAL SERVICES INC | 58-1485803 | — | — | $15K | — |
Investments
10 pooled funds· $18.2M(61% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $5.2M | 17.3% |
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $3.7M | 12.4% |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $2.9M | 9.7% |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $1.8M | 6.1% |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $1.3M | 4.3% |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $1.1M | 3.7% |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $995K | 3.3% |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $758K | 2.5% |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $531K | 1.8% |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $6K | <0.1% |
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