William Lockhart signed Sterling METS, L.P.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling METS, L.P.'s EIN is 11-2834957.
Download the official 2022 Form 5500 (PDF) for Sterling METS, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Sterling METS, L.P.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $15K | — |
| MAYFLOWER FINANCIAL ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4826355 |
| — |
| CONSULTANT |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $26K | — |
