# Sterling Site Access Solutions, LLC DC Plan
Source: https://planprovider.pro/companies/sterling-site-access-solutions-llc-plan-001

> Sterling Site Access Solutions, LLC's DC plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterling Site Access Solutions, LLC

- **Sponsor EIN:** 363735813

- **Sponsor Address:** 501 E. 151ST STREET, PHOENIX, IL, 60426

- **Plan Type:** DC

- **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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$78,105|—|$78,105|

| LPL FINANCIAL LLC|ADVISOR|$36,431|—|$36,431|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,536

- **Estimated Expense Ratio:** 0.593% 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|$114,536|$36,431|—|—|—|

| 2023|$112,477|$40,414|$1,200|—|—|

| 2022|$104,699|—|—|—|—|

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