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Jefferson School District

Sentinel Funds

This Vendor Page has not been approved by Sentinel Funds,
but the information provided should be useful to you.

Sentinel Funds - General Status

Sentinel Funds plans to have continued involvement in the 403(b) market and has entered into an Umbrella ISA. Sentinel Funds is currently in the process of transferring their 403(b) accounts to USI Consulting. USI will be maintaining all Sentinel Fund's 403(b) accounts as of 1 October 2008.

Sentinel Funds Web Homepage

Sentinel Funds Homepage may be accessed here .

Product Information

Click the link(s) below for information on Sentinel Funds investment products:

Fee Information

Click the link(s) below for information on the fees associated with Sentinel Funds accounts:

403(b) Investment Options

Sentinel Funds offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Sentinel Funds does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Sentinel Funds are marketed using the following approaches:

Helpful Employee Resources

Sentinel Funds has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Sentinel Funds provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Sentinel Funds, please visit our General Sentinel Funds Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


Sentinel Funds - Jefferson Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Sentinel Funds Plan Number

When contacting Sentinel Funds or its local contacts, have ready your Jefferson - Sentinel Funds PLAN OR GROUP NUMBER: To Be Determined

Jefferson EIN

When contacting Sentinel Funds or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Sentinel Funds on Jefferson list of authorized vendors.

Request Additional Information from Sentinel Funds

Sentinel Funds has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Sentinel Funds has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Jefferson does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Sentinel Funds does not require any monthly contribution amount .

Jefferson Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.