· 2022–2024 · DOL EFAST2

Sterling Retail Services, LLC — Sterling Retail, Form 5500 (2025)

Original filing (PDF)20260630110240NAL0010572403001

Sterling Retail Services, LLC

Form 5500-SF

FILING_RECEIVED

Sterling Retail Services Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sterling Retail Services, LLC's Sterling Retail Services Inc. 401(k) Profit Sharing Plan & Trust held $6.0M in plan assets for 113 participants in 2025.

Active participants

113

Accounts w/ balance

125

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

45

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

STERLING RETAIL SERVICES, LLC

EIN

20-8955304all filings

Address

302 DATURA ST. · SUITE 100 · WEST PALM BEACH, FL · 33401

Phone

(561) 812-7467

Industry

Real Estate

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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