Sterling Grace Municipal Securities Corp. 401(k) Plan

The Sterling Grace Municipal Securities Corp. 401(k) on its latest Form 5500

Sterling Grace Municipal Securities Corp. (EIN 13-2791198) reports STERLING GRACE MUNICIPAL SECURITIES CORP. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $16.5M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Sterling Grace Municipal Securities Corp. filing — schedules, fees, and providers.

Who runs the Sterling Grace Municipal Securities Corp. 401(k)?

Sterling Grace Municipal Securities Corp.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sterling Grace Municipal Securities Corp.HR for the recordkeeper’s name and login.

How to check your Sterling Grace Municipal Securities Corp. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Sterling Grace Municipal Securities Corp. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).