# Sterling Jewelers INC. 401(k) Plan
Source: https://planprovider.pro/companies/sterling-jewelers-inc-401k-plan

> Sterling Jewelers INC.'s 401(k) plan: 24,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterling Jewelers INC.

- **Sponsor EIN:** 273967537

- **Sponsor Address:** 375 GHENT ROAD, AKRON, OH, 44333

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

- **Total Participants:** 24,148

- **Total Assets:** $742.1M

## 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|24,148|$742.1M|$13.0M|$40.8M|

| 2023|24,390|$685.2M|$13.4M|$41.7M|

| 2022|24,606|$562.0M|$13.0M|$40.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$903,499|—|$903,499|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|NONE|$118,406|—|$118,406|

| BOBER MARKEY FEDOROVICH & COMPANY|NONE|$22,000|—|$22,000|

| BOBER MARKEY FEDOROVICH & COMPA|Auditor|$22,000|—|$22,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOBER MARKEY FEDOROVICH & COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — NONE

- [BOBER MARKEY FEDOROVICH & COMPA](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,065,905

- **Estimated Expense Ratio:** 0.144% of plan assets

### 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|$1,045,105|$118,406|—|$22,000|—|

| 2023|$931,649|$164,661|—|$20,500|—|

| 2022|$894,528|$127,278|—|—|$20,300|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sterling-jewelers-inc-401k-plan)

© 2026 PlanProvider.Pro