How big is Sentinel Asset Management LLC's plan?

Sentinel Asset Management LLC's plan reported $381K in assets and 9 participants for 2024.

Original filing (PDF)20250604104830NAL0019117760001

Sentinel Asset Management LLC

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

Form 5500-SF

FILING_RECEIVED

Sentinel Asset Management LLC 401(k)

401(k) retirement plan · Sentinel Asset Management LLC's Sentinel Asset Management LLC 401(k) held $381K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

William Warner signed Sentinel Asset Management LLC's 2024 Form 5500 as plan administrator.

William Warner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sentinel Asset Management LLC's EIN is 83-1229242.

EIN 83-1229242

Plan number 001

Plan year 2024

ACK ID 20250604104830NAL0019117760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sentinel Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SENTINEL ASSET MANAGEMENT LLC

EIN

all filings

Address

17 JACOB LN · KILLINGWORTH, CT · 06419

Phone

(203) 464-4966

Industry

CPA Offices· Professional & Technical Services

Plan administrator