# Sterling Investment Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sterling-investment-management-llc-401k-plan

> Sterling Investment Management, LLC's 401(k) plan: 11 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 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|

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