# Sterling Investment Advisors, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/sterling-investment-advisors-ltd-401k-plan

> Sterling Investment Advisors, Ltd.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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