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Original filing (PDF)20250929160952NAL0018127234001
SENTA PARTNERS, LLC
Form 5500
FILING_RECEIVED
SENTA PARTNERS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,075
Accounts w/ balance
751
Plan assets (EOY)
$53.8M
Net assets (EOY)
$53.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 31 bps in Schedule C fees — 94% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTA PARTNERS, LLC.
Plan sponsor
Name
SENTA PARTNERS, LLC
EIN
83-3648129
Address
500 NORTHRIDGE ROAD SUITE 400 · ATLANTA, GA · 30350
Phone
(770) 427-0368
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $101K | — |
| HAUSER RETIREMENT SOLUTIONS | 36-4906731 | — | NONE | $66K | — |
Investments
29 direct securities · 1 pooled fund· $101.8M(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
$53.8M
29 holdings
Pooled Separate Account
$48.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $48.0M | 89.2% | |
| Minnesota Life Insurance Company Fidelity 500 Index | — | — | — | $5.8M | 10.8% | |
| Self Directed Brokerage Accounts - Charles Schwab & Co. Brokerage Fund Options | — | — | — | $5.1M | 9.6% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2040 I | — | — | — | $4.7M | 8.7% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2030 I | — | — | — | $4.6M | 8.6% | |
| Minnesota Life Insurance Company Am Cent One Choice In Ret I | — | — | — | $4.5M | 8.4% | |
| Minnesota Life Insurance Company Am Cent Ret 2025 I | — | — | — | $4.3M | 8.1% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2035 I | — | — | — | $4.2M | 7.9% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2045 I | — | — | — | $2.7M | 4.9% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2050 I | — | — | — | $2.3M | 4.2% | |
| Minnesota Life Insurance Company Fidelity Blue Chip Growth | — | — | — | $2.0M | 3.7% | |
| Minnesota Life Insurance Company Large Cap Value Cl R1 | — | — | — | $1.6M | 2.9% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2055 I | — | — | — | $1.4M | 2.6% | |
| Minnesota Life Insurance Company International Stock Cl R1 | — | — | — | $1.2M | 2.2% | |
| Minnesota Life Insurance Company Fidelity Large Cap Growth Idx | — | — | — | $1.2M | 2.2% | |
| Minnesota Life Insurance Company Putnam Stable Value Fnd 25bps | — | — | — | $1.1M | 2.0% | |
| Minnesota Life Insurance Company Dodge & Cox Income Fund | — | — | — | $1.1M | 2.0% | |
| Minnesota Life Insurance Company Am Cent Ret Date 2060 I | — | — | — | $900K | 1.7% | |
| Minnesota Life Insurance Company Fidelity Small Cap Index | — | — | — | $683K | 1.3% | |
| Minnesota Life Insurance Company JPMorgan Mid Cap Growth I | — | — | — | $680K | 1.3% | |
| Various maturities; Interest rates from * Participant Loans 4.25% to 10.50% - | — | — | — | $657K | 1.2% | |
| Minnesota Life Insurance Company International Grwth Fd II ClR1 | — | — | — | $500K | 0.9% | |
| Minnesota Life Insurance Company Fidelity Mid Cap Index | — | — | — | $497K | 0.9% | |
| Minnesota Life Insurance Company Amer Funds New Persp Fund, R6 | — | — | — | $451K | 0.8% | |
| Minnesota Life Insurance Company MFS Mid Cap Growth | — | — | — | $386K | 0.7% | |
| Minnesota Life Insurance Company Vanguard Emerg Mkt Stk Ind Adm | — | — | — | $375K | 0.7% | |
| Minnesota Life Insurance Company Amer Funds Cap World Bond, R6 | — | — | — | $349K | 0.6% | |
| Minnesota Life Insurance Company Coh & Strs Instl Realty Shrs | — | — | — | $315K | 0.6% | |
| Minnesota Life Insurance Company Small Cap Growth R1 | — | — | — | $177K | 0.3% | |
| Minnesota Life Insurance Company Small Cap Value Fund II CL R1 | — | — | — | $99K | 0.2% |
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