Anne Pawelczak signed Sterling Equities Associates, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling Equities Associates, LLC.'s EIN is 13-2749022.
Download the official 2024 Form 5500 (PDF) for Sterling Equities Associates, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sterling Equities Associates, LLC.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
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 | -$19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Co | Common Collective Trusts | — | — | $5.1M | 12.0% | |
| TRP RET BLEND 2040 I Registered Investment Co | Common Stocks | — | — | $3.4M | 8.0% | |
| TRP LARGE-CAP GRTH I Registered Investment Co | Common Stocks | — | — | $3.0M | 7.0% | |
| FKLN RISING DIVS ADV Registered Investment Co | Common Stocks | — | — | $2.8M | 6.7% | |
| FA STABLE VALUE I Common Collective Trust | Stable Value | — | — | $2.6M | 6.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.5M | 5.8% | |
| AF BALANCED R6 Registered Investment Co | Common Stocks | — | — | $2.5M | 5.8% | |
| TRP RET BLEND 2035 I Registered Investment Co | Common Stocks | — | — | $2.3M | 5.5% | |
| JPM EQUITY INCOME R6 Registered Investment Co | Common Stocks | — | — | $2.0M | 4.7% | |
| TRP RET BLEND 2030 I Registered Investment Co | Common Stocks | — | — | $1.7M | 4.1% | |
| FID MID CAP IDX Registered Investment Co | Common Collective Trusts | — | — | $1.7M | 4.0% | |
| BLKRK GLOBAL ALLOC I Registered Investment Co | Common Stocks | — | — | $1.6M | 3.8% | |
| JH INVT GRADE BD R6 Registered Investment Co | Common Stocks | — | — | $1.4M | 3.5% | |
| TRP RET BLEND 2025 I Registered Investment Co | Common Stocks | — | — | $1.2M | 2.9% | |
| PIMCO INCOME INST Registered Investment Co | Mutual Funds | — | — | $1.1M | 2.7% | |
| FID SM CAP IDX Registered Investment Co | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| TRP RET BLEND 2045 I Registered Investment Co | Common Stocks | — | — | $1.1M | 2.5% | |
| TRP RET BLEND 2055 I Registered Investment Co | Common Stocks | — | — | $837K | 2.0% | |
| AF EUROPAC GROWTH R6 Registered Investment Co | Common Stocks | — | — | $738K | 1.8% | |
| FID GOVT MMKT Money Market 739 * FID INTL INDEX Registered Investment Co | Mutual Funds | — | — | $730K | 1.7% | |
| JPM MID CAP GRTH R5 Registered Investment Co | Common Stocks | — | — | $671K | 1.6% | |
| ARTN INTL SMID INV Registered Investment Co | Common Stocks | — | — | $606K | 1.4% | |
| FA SM CAP VAL I Registered Investment Co | Common Stocks | — | — | $602K | 1.4% | |
| TRP RET BLEND 2050 I Registered Investment Co | Common Stocks | — | — | $588K | 1.4% | |
| TRP RET BLEND 2005 I Registered Investment Co | Common Stocks | — | — | $489K | 1.2% | |
| MFS MID CAP VALUE R6 Registered Investment Co | Mutual Funds | — | — | $406K | 1.0% | |
| Participant Loans 1/2025 - 9/2029 - | Participant loans | — | — | $350K | 0.8% | |
| TRP RET BLEND 2020 I Registered Investment Co | Common Stocks | — | — | $283K | 0.7% | |
| AB SM CAP GRTH I Registered Investment Co | Common Stocks | — | — | $267K | 0.6% | |
| TRP RET BLEND 2060 I Registered Investment Co | Common Stocks | — | — | $253K | 0.6% | |
| FID US BOND IDX Registered Investment Co | Common Collective Trusts | — | — | $232K | 0.6% | |
| TRP RET BLEND 2010 I Registered Investment Co | Common Stocks | — | — | $197K | 0.5% | |
| C&S REAL ESTATE I Registered Investment Co | Common Stocks | — | — | $140K | 0.3% | |
| TRP RET BLEND 2015 I Registered Investment Co | Common Stocks | — | — | $77K | 0.2% | |
| AF CAP INC BLDR R6 Registered Investment Co | Common Stocks | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
