Plan Snapshot
- Plan Sponsor: The Sterling Group, L.P.
- Sponsor EIN: 800112320
- Sponsor Address: 9 GREENWAY PLAZA, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $16.1M
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 | 87 | $16.1M | $480,491 | $1.3M |
| 2023 | 66 | $14.3M | $395,886 | $1.1M |
| 2022 | 59 | $10.4M | $315,394 | $870,223 |