Sentinel Benefits Group 401(k) match, vesting and fees
What Sentinel Benefits Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, Inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Sentinel Benefits Group: employer contribution per participant | $2,725 | |
| Peer median | $2,521 |
| Sentinel Benefits Group: average balance | $204,990 | |
| Peer median | $75,833 |
| Sentinel Benefits Group: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $55.3M at the end of plan year 2021 to $69.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 341 | $69.1M | $918K | $2,725 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 333 | $59.4M | $785K | $2,377 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 313 | $48.7M | $694K | $2,232 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 307 | $55.3M | $635K | $2,183 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Sentinel Benefits Group match 401(k) contributions?
The match terms for the Sentinel Benefits Group, Inc. Profit Sharing & 401(k) Trust have not been published from its filing yet. The plan year 2024 filing reports $918K in employer contributions, about $2,725 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sentinel Benefits Group 401(k) match vested?
The vesting schedule for the Sentinel Benefits Group, Inc. Profit Sharing & 401(k) Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sentinel Benefits Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, Inc. The plan administrator is Sentinel Benefits Group, Inc..
I left Sentinel Benefits Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sentinel Benefits Group, Inc., (781) 914-1200) or the recordkeeper, Sentinel Benefits Group, Inc. The Sentinel Benefits Group old 401(k) page lists the contacts from every plan filing. Find an old Sentinel Benefits Group 401(k)
Data from the public Form 5500 annual reports Sentinel Benefits Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sentinel Benefits Group. Not financial advice. Report a correction · Methodology