List of Sentinel Benefits & Financial Group Retirement Recordkeeping Customers
Wakefield, 1880, MA,
United States
Since 2010, our global team of researchers has been studying Sentinel Benefits & Financial Group Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Sentinel Benefits & Financial Group Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Sentinel Benefits & Financial Group Retirement Recordkeeping for Retirement Recordkeeping include: Petoskey Plastics, a United States based Manufacturing organisation with 300 employees and revenues of $40.0 million, I Party, a United States based Retail organisation with 60 employees and revenues of $10.0 million, Little House Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Sentinel Benefits & Financial Group Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Sentinel Benefits & Financial Group Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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I Party | Retail | 60 | $10M | United States | Sentinel Benefits & Financial Group | Sentinel Benefits & Financial Group Retirement Recordkeeping | Retirement Recordkeeping | 2007 | n/a |
In 2007, I Party engaged Sentinel Benefits & Financial Group for retirement recordkeeping, documented as Sentinel Benefits & Financial Group Retirement Recordkeeping in the company contract materials. The iParty employment offer letter dated March 21, 2007 records that Sentinel provided administration of the company 401(k) plan, with plan investments managed by John Hancock.
The Sentinel Benefits & Financial Group Retirement Recordkeeping engagement covered U.S. HR and retirement plan administration for iParty, a 60 employee retail employer. Functional capabilities implemented are consistent with the Retirement Recordkeeping category, including participant enrollment and eligibility tracking, contribution and deferral accounting, participant statements and recordkeeping, vesting schedule administration, and distribution processing.
Operational scope was limited to iParty’s United States workforce, with Sentinel assuming plan administration responsibilities as set out in the contract. Investments managed by John Hancock were integrated into the administration workflow, and the arrangement centralized fiduciary and recordkeeping functions with Sentinel as the plan administrator.
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Little House Capital | Banking and Financial Services | 10 | $2M | United States | Sentinel Benefits & Financial Group | Sentinel Benefits & Financial Group Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024 Little House Capital implemented Sentinel Benefits & Financial Group Retirement Recordkeeping to support its bundled corporate retirement solutions in the United States, establishing Sentinel Benefits & Financial Group as the third party administrator and recordkeeper named on Little House Capital’s solution page. The implementation is explicitly tied to the Retirement Recordkeeping category and positions Sentinel to provide 3(16) TPA services, recordkeeping, plan design, and compliance services to Little House Capital clients.
Sentinel Benefits & Financial Group Retirement Recordkeeping was configured to deliver core recordkeeping capabilities including participant record maintenance, plan level reporting, regulatory compliance workflows, and plan design support. The engagement assigns fiduciary administration responsibilities through 3(16) TPA services, which centralizes governance of plan documentation, compliance monitoring, and service level administration between Sentinel and Little House Capital.
Operational scope covers Little House Capital’s corporate retirement offerings to client organizations across the United States, embedding Sentinel into client onboarding, plan set up, ongoing administration, and compliance review processes. Governance was structured around the third party administration model, allocating plan administration and compliance accountability to Sentinel while Little House Capital retains client advisory and distribution responsibilities.
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Petoskey Plastics | Manufacturing | 300 | $40M | United States | Sentinel Benefits & Financial Group | Sentinel Benefits & Financial Group Retirement Recordkeeping | Retirement Recordkeeping | 2020 | n/a |
In 2020, Petoskey Plastics engaged Sentinel Benefits & Financial Group for Sentinel Benefits & Financial Group Retirement Recordkeeping, an implementation in the Retirement Recordkeeping category. Sentinel was named as the companys benefits administration service provider and was nominated by Sentinel for the ABG Plan Sponsor of the Year award in 2020, establishing this as a U.S.-based HR and retirement administration engagement.
The Sentinel Benefits & Financial Group Retirement Recordkeeping deployment covered core retirement recordkeeping and plan administration capabilities, including participant record maintenance, contribution and vesting tracking, benefit distribution processing, and regulatory reporting support. Configuration focused on plan level data model setup and participant enrollment workflows, aligned to the companys documented plan provisions and census files, with standard Retirement Recordkeeping functional terminology used for record maintenance and plan year operations.
Operational scope included administration for Petoskey Plastics employees in the United States, representing an approximately 300 employee base, and impacted HR and finance plan sponsor functions. Governance centered on plan sponsor oversight of recordkeeping activities, process handoffs for contribution remittance and reconciliation, and the establishment of routine reporting and compliance workflows between Petoskey Plastics and its recordkeeper.
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