How big is Sentrywest Insurance Services LLC's plan?

Sentrywest Insurance Services LLC's plan reported $4.0M in assets and 51 participants for 2024.

Original filing (PDF)20250904143240NAL0016231361001

Sentrywest Insurance Services LLC

Name: Sentrywest Insurance Services LLC — Sentrywest, Form 5500 (2024)
Creator: Sentrywest Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sentrywest Insurance Services LLC 401(k) Plan

401(k) retirement plan · Sentrywest Insurance Services LLC's Sentrywest Insurance Services LLC 401(k) Plan held $4.0M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Vikki Winks signed Sentrywest Insurance Services LLC's 2024 Form 5500 as plan administrator.

Vikki Winks — 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

Sentrywest Insurance Services LLC's EIN is 87-0361732.

EIN 87-0361732

Plan number 001

Plan year 2024

ACK ID 20250904143240NAL0016231361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sentrywest Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SENTRYWEST INSURANCE SERVICES 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