401(k) Monitor

Sentinel Group 401(k) plans and fees

Source: Schedule C of Form 5500 filings, form year 2024, DOL EFAST2 bulk data · DOL EFAST2

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

Sentinel Group recordkeeps 147 of the 50,598 large 401(k) plans with an identified recordkeeper in form-year-2024 Form 5500 filings, a 0.3% plan share covering 78,566 participants.

$183.83

Median plan-paid administrative cost per participant across the 147 published plans recordkept by Sentinel Group with computable fee data, form-year-2024 filings.

$61.66 above the $122.17 median across all 54,783 published plans with fee data.

How many 401(k) plans does Sentinel Group recordkeep?

Universe figures from Schedule C across all form-year-2024 filings; published figures from the 147 plans on 401(k) Monitor naming Sentinel Group. Assets and participants as filed.
Plans recordkept, full universeOf 50,598 form-year-2024 filings with an identified recordkeeper.147
Plan share0.3%
Participants in those plans78,566
Participant share0.1%
Plans published on 401(k) MonitorOf 57,824 plans published so far from the 57,824 in the form-year-2024 data.147
Participants in published plans78,566
Assets in published plans$5B

The published subset skews toward the largest plans, so its totals and medians do not describe the whole Sentinel Group book. The universe counts do.

What do 401(k) plans recordkept by Sentinel Group pay in fees?

The median plan-paid administrative cost across the 147 published plans recordkept by Sentinel Group is $183.83 per participant, against $122.17 across all 54,783 published plans with fee data. 47 of the 147 (32%) pay less than that all-plans median.

These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here, so every figure is a floor, not the all-in cost. The recordkeeper is one of several providers a plan pays. How to read your own plan’s number: are your 401(k) fees high?

Which are the biggest 401(k) plans Sentinel Group administers?

The 10 plans naming Sentinel Group as recordkeeper with the most active participants. Published subset only, not the whole Sentinel Groupbook.
#PlanActive participantsAssetsPlan-paid cost / participant
1Oneoncology, LLC Onerewards Retirement Plan7,980$584.7M$139.65
2South University Retirement Plan2,330$31.7M$77.03
3Bowman Consulting Group, Ltd. Retirement Plan2,122$164.7M$124.17
4Grube, Inc. 401(k) Plan2,047$5.2M$4.40
5Nemak USA, Inc. Retirement Savings Plan2,035$189.0M$195.25
6Balise Motor Sales Company 401(k) Retirement Plan1,246$44.9M$30.16
7Pueblo Of Sandia Commercial Enterprises 401(k) Profit Sharing Plan And Trust1,239$51.9M$136.28
8Ips Employee Retirement Savings Plan1,021$14.9M$102.38
9Boston School Bus Drivers Deferred Retirement And Savings Plan894$59.1M$23.46
10Jewish Federation Of Spbc, Inc. 401(k) Plan892$25.8M$84.69

Each linked page shows the plan’s full fee breakdown and its percentile among plans of the same size.

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Recordkeeper identificationService code 15 or 64; the mapping from raw filing names to brands is ours.Schedule C, Part I, Item 2
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · How the recordkeeper is identified

Cite this page

401(k) Monitor, "Sentinel Group 401(k) plans and fees", computed from DOL EFAST2 Form 5500 bulk data, form year 2024.