# Db Sterlin Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/db-sterlin-consultants-inc-plan

> Db Sterlin Consultants, INC.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Db Sterlin Consultants, INC.

- **Sponsor EIN:** 364149498

- **Sponsor Address:** 123 NORTH WACKER DRIVE SUITE 2000, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|143|$17.3M|$846,048|$1.1M|

| 2023|130|$14.2M|$548,374|$937,378|

| 2022|95|$11.7M|$662,264|$803,509|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COMMONWEALTH EQUITY SERVICES LLC|INVESTMENT ADVISOR|$32,154|—|$32,154|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,297|—|$7,297|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,451

- **Estimated Expense Ratio:** 0.228% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$39,961|$39,451|—|—|—|

| 2023|$34,644|$34,284|—|—|—|

| 2022|$43,654|—|$43,654|—|—|

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