How big is Sterling Grace Municipal Securities Corp.'s plan?

Sterling Grace Municipal Securities Corp.'s plan reported $16.5M in assets and 4 participants for 2024.

Original filing (PDF)20251014122300NAL0001339059001

Sterling Grace Municipal Securities Corp.

Name: Sterling Grace Municipal Securities Corp. — Form 5500 Plan 004 (2024)
Creator: Sterling Grace Municipal Securities Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Grace Municipal Securities Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Sterling Grace Municipal Securities Corp.'s Sterling Grace Municipal Securities Corp. 401(k) Profit Sharing Plan held $16.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

People on this filing

Thomas J Mundy signed Sterling Grace Municipal Securities Corp.'s 2024 Form 5500 as plan administrator.

Thomas J Mundy — 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 Grace Municipal Securities Corp.'s EIN is 13-2791198.

EIN 13-2791198

Plan number 004

Plan year 2024

ACK ID 20251014122300NAL0001339059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterling Grace Municipal Securities Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Grace Municipal Securities Corp.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING GRACE MUNICIPAL SECURITIES CORP..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

STERLING GRACE MUNICIPAL SECURITIES CORP.

EIN

all filings

Address

100 SUMMERHILL RD · SPOTSWOOD, NJ · 08884

Phone

(732) 251-2460

Industry

Finance & Insurance

Plan administrator