Original filing (PDF)20251014122300NAL0001339059001

STERLING GRACE MUNICIPAL SECURITIES CORP.

Name: STERLING GRACE MUNICIPAL SECURITIES CORP. — STERLING GRACE MUNICIPAL SECURITIES CORP. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STERLING GRACE MUNICIPAL SECURITIES CORP.

Form 5500-SF

FILING_RECEIVED

STERLING GRACE MUNICIPAL SECURITIES CORP. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING GRACE MUNICIPAL SECURITIES CORP..

Plan sponsor

Name

STERLING GRACE MUNICIPAL SECURITIES CORP.

EIN

13-2791198

Address

100 SUMMERHILL RD · SPOTSWOOD, NJ · 08884

Phone

(732) 251-2460

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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