Original filing (PDF)20250507204552NAL0007364243001

STERK INVESTMENTS INC

Name: STERK INVESTMENTS INC — STERK INVESTMENTS INC DEFINED BENEFIT PENSION PLAN #002, Form 5500 (2024)
Creator: STERK INVESTMENTS INC

Form 5500-SF

FILING_RECEIVED

STERK INVESTMENTS INC DEFINED BENEFIT PENSION PLAN #002

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 STERK INVESTMENTS INC.

Plan sponsor

Name

STERK INVESTMENTS INC

EIN

20-3884166

Address

8502 EAST CHAPMAN AVENUE #410 · ORANGE, CA · 92869

Phone

(310) 418-4444

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Finance & Insurance plans

EQUITY NOW INC.

EQUITY NOW INC. 401(K) PLAN

$1.8M · 8 participants

PMG HOME LENDING, LLC

PMG HOME LENDING, LLC 401(K) PLAN

$1.8M · 12 participants

DAVID J YVARS GROUP INC

DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 6 participants

SPRUCE MORTGAGE, INC.

SPRUCE MORTGAGE, INC. 401(K) PLAN

$1.7M · 9 participants

NORTHWEST PACIFIC MORTGAGE CORPORATION

NORTHWEST PACIFIC MORTGAGE CORPORATION 401K PROFIT SHARING PLAN