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

> Sterling Management, Ltd.'s 401(k) plan: 333 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, MISHAWAKA, IN, 46545

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

- **Total Participants:** 333

- **Total Assets:** $18.3M

## 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|333|$18.3M|$383,056|$1.7M|

| 2023|329|$16.1M|$347,967|$1.5M|

| 2022|311|$12.1M|$298,724|$1.3M|

## 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|

| L.M. HENDERSON & COMPANY, LLP|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|$108,677|—|$108,677|—|—|

| 2023|$103,250|—|$103,250|—|—|

| 2022|$117,790|—|$85,626|—|—|

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