AUMdb

Sentrics 401(k) Plan

Sponsored by Sentrics, Inc. · EIN 831794342 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
191
With balances
200

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Hauser Retirement Solutions 2 Llc CRD 299959 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hauser Retirement Solutions 2 Llc Investment advisory (plan) $24,507
Capital Group Retirement Plan Servi Recordkeeping fees $23,521
Creative Retirement Systems, Inc Contract administrator $12,637