How big is Sterling Oak Wealth Management's plan?

Sterling Oak Wealth Management's plan reported $42K in assets and 2 participants for 2024.

Original filing (PDF)20250718145829NAL0001946577001

Sterling Oak Wealth Management

Name: Sterling Oak Wealth Management — Sterling Oak Wealth, Form 5500 (2024)
Creator: Sterling Oak Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Oak Wealth Management 401(k) Plan

401(k) retirement plan · Sterling Oak Wealth Management's Sterling Oak Wealth Management 401(k) Plan held $42K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

Marcus Bowie signed Sterling Oak Wealth Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sterling Oak Wealth Management's EIN is 04-3582143.

EIN 04-3582143

Plan number 001

Plan year 2024

ACK ID 20250718145829NAL0001946577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterling Oak Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Oak Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING OAK WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score