Plan Ledger DOL Form 5500 · updated monthly

Sentinel Offender Services, LLC401(k)

SENTINEL 401(K) AND PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Sentinel Offender Services, LLC reported $55,667 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $898 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.65% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,999th of 9,483), and 7,421st of 11,654 in professional & technical services. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,893,871
Participants with balances189
Active participants294
Employer contributions$263,917
Employee contributions$776,940
Employer contribution per active participant$898
Average account balance$62,931
Benefits paid to participants$624,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 189 accts · $264K emplr
2023$10.3M · 242 accts · $230K emplr
2022$8.2M · 242 accts · $170K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,192
Investment management$37,738
Audit (IQPA)$11,737
Total administrative$55,667
The Sentinel Offender Services, LLC 401(k) match · 2024
Employer contribution per active participant$898
Median for plans this size$2,416
2024$898 per active participant
2023$812 per active participant
2022$593 per active participant

Sentinel Offender Services, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$6,192
THE BALDWIN GROUP WEALTH ADVISORS L · Consulting · Investment advisory (plan)$37,738
CLIFTON LARSON ALLEN LLP · Accounting / audit$11,737

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$55,667 · 0.50%
2023$53,173 · 0.57%
2022$56,132 · 0.65%
Similar plansProfessional & Technical Services · California
Ars Pharmaceutical Inc CA$11.9M · 0.04%
Singleton Schreiber, LLP CA$11.9M · 0.52%
Capella Space Corp CA$11.9M · 0.07%
Alkahest, Inc. CA$11.9M · 0.06%
Dermtech, Inc. CA$11.8M · 0.09%
Extend, Inc. CA$11.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330929945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.