Plan Snapshot
- Plan Sponsor: Sterling College
- Sponsor EIN: 480543728
- Sponsor Address: 125 W COOPER ST, STERLING, KS, 675792500
- Plan Type: 403(b)
- Total Participants: 181
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 181 | $13.3M | $86,158 | $270,165 |
| 2023 | 192 | $12.4M | $81,752 | $231,778 |
| 2022 | 190 | $11.4M | $77,406 | $205,116 |
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 |
|---|---|---|---|---|
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWINDOLL, JANZEN, HAWK & LOYD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,627 | $9,951 | $23,676 | — | — |
| 2023 | $30,034 | $8,702 | $21,332 | — | — |
| 2022 | $15,488 | — | $15,488 | — | — |