Plan Snapshot
- Plan Sponsor: Sterling Investment Advisors, Ltd.
- Sponsor EIN: 233034280
- Sponsor Address: 1055 WESTLAKES DRIVE, SUITE 150, BERWYN, PA, 19312
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 9 | $5.8M | $128,677 | $179,740 |
| 2023 | 9 | $4.8M | $118,404 | $177,938 |
| 2022 | 9 | $3.8M | $0 | $140,584 |