How big is Sterk Financial Services' plan?

Sterk Financial Services' plan reported $846K in assets and 12 participants for 2024.

Original filing (PDF)20250916085219NAL0001804369001

Sterk Financial Services

Name: Sterk Financial Services — Sterk Financial Services, Form 5500 (2024)
Creator: Sterk Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterk Financial Services 401(k) Plan

401(k) retirement plan · Sterk Financial Services' Sterk Financial Services 401(k) Plan held $846K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

Plan identifiers

Sterk Financial Services' EIN is 20-0615231.

EIN 20-0615231

Plan number 001

Plan year 2024

ACK ID 20250916085219NAL0001804369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterk Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterk Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERK FINANCIAL SERVICES.

Finding similar companies…

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