Plan Snapshot
- Plan Sponsor: Sterling Spring, L.L.C.
- Sponsor EIN: 364119269
- Sponsor Address: 5432 W. 54TH ST., CHICAGO, IL, 606382905
- Plan Type: DB
- Total Participants: 103
- Total Assets: $11.1M
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 | 103 | $11.1M | $1.2M | $0 |
| 2023 | 106 | $9.9M | $615,000 | $0 |
| 2022 | 112 | $9.2M | $1.8M | $0 |
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 |
|---|---|---|---|---|
| PORTE BROWN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN LLC — Auditor
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 | $27,656 | $27,656 | — | — | — |
| 2023 | $42,102 | $42,102 | — | — | — |
| 2022 | $11,954 | $11,954 | — | — | — |