# Sterling Lumber & Investment Company 401(k) Plan
Source: https://planprovider.pro/companies/sterling-lumber-investment-company-401k-plan

> Sterling Lumber & Investment Company's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterling Lumber & Investment Company

- **Sponsor EIN:** 840328810

- **Sponsor Address:** 11148 BENTON STREET SUITE 200, BROOMFIELD, CO, 80020

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

- **Total Participants:** 135

- **Total Assets:** $17.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|135|$17.9M|$813,865|$556,340|

| 2023|134|$16.9M|$866,991|$591,860|

| 2022|123|$14.7M|$1.2M|$540,179|

## 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|

| R W & ASSOCIATES, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,427|—|—|—|—|

| 2023|$5,053|—|—|—|—|

| 2022|$10,910|—|$10,910|—|—|

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