Plan Snapshot
- Plan Sponsor: Sterling Investment Management, LLC
- Sponsor EIN: 860802628
- Sponsor Address: 6262 N. SWAN ROAD, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.0M | $112,603 | $109,302 |
| 2023 | 9 | $1.7M | $134,073 | $116,474 |
| 2022 | 10 | $1.4M | $115,852 | $101,090 |