# Sterling Management, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/sterling-management-ltd-351494125-501

> Sterling Management, Ltd.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterling Management, Ltd.

- **Sponsor EIN:** 351494125

- **Sponsor Address:** 3900 EDISON LAKES PARKWAY, SUITE 20, MISHAWAKA, IN, 46545

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

- **Plan Number:** 501

- **Total Participants:** 240

- **Total Assets:** $246,584

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|240|$246,584|$3.2M|$411,027|

| 2023|240|$53,304|$1.8M|$520,712|

| 2022|203|$31,082|$812,151|$603,966|

## 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|

| AUXIANT|Other Service Provider|$127,637|—|$127,637|

| LM HENDERSON & CO., LLP|Other Service Provider|$9,525|—|$9,525|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,162

- **Estimated Expense Ratio:** 55.625% 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|$237,259|—|$166,110|$9,500|—|

| 2023|$349,252|—|$215,314|—|—|

| 2022|$234,619|$12|$176,636|—|$57,971|

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