What public Form 5500 filings show about the Sterling Management, Ltd. 401(k) plan — and how to find and check your own account.
Sterling Management, Ltd. (EIN 35-1494125) reports STERLING MANAGEMENT, LTD. 401(K) PLAN on its most recent Form 5500, with $18.3M in plan assets across 333 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 Management, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sterling Management, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LM HENDERSON & CO LLP, AUXIANT.