# Sterling Equities Associates, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/sterling-equities-associates-llc-401k-plan

> Sterling Equities Associates, LLC.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterling Equities Associates, LLC.

- **Sponsor EIN:** 132749022

- **Sponsor Address:** 111 GREAT NECK ROAD, GREAT NECK, NY, 11021

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

- **Total Participants:** 151

- **Total Assets:** $42.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|151|$42.0M|$436,490|$2.2M|

| 2023|142|$36.4M|$406,128|$2.0M|

| 2022|142|$31.4M|$389,756|$1.9M|

## 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|

| CBIZ CPAS P.C|Auditor|—|—|$0|

## 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|-$15,801|—|—|—|—|

| 2023|-$26,394|$7,853|—|—|—|

| 2022|-$6,398|—|—|—|—|

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