Plan Snapshot
- Plan Sponsor: Sterling Site Access Solutions, LLC
- Sponsor EIN: 363735813
- Sponsor Address: 501 E. 151ST STREET, PHOENIX, IL, 60426
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 324 | $19.3M | $679,821 | $1.3M |
| 2023 | 265 | $16.3M | $662,935 | $1.5M |
| 2022 | 270 | $12.5M | $630,925 | $1.2M |
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 |
|---|---|---|---|---|
| CROWE 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 | $114,536 | $36,431 | — | — | — |
| 2023 | $112,477 | $40,414 | $1,200 | — | — |
| 2022 | $104,699 | — | — | — | — |