Plan Snapshot
- Plan Sponsor: Sterling Wisconsin, LLC
- Sponsor EIN: 753236391
- Sponsor Address: W130N10497 WASHINGTON DR, GERMANTOWN, WI, 53022
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 289
- Total Assets: $18.1M
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 | 289 | $18.1M | $1.2M | $2.4M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $25,821 | — | $25,821 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $11,780 | — | $11,780 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,907 | — | $6,907 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,508
- Estimated Expense Ratio: 0.246% 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 | $44,508 | $32,728 | — | — | — |