How big is Sterling Planning's plan?

Sterling Planning's plan reported $24 in assets for 2022.

Original filing (PDF)20230731083325NAL0033221042001

Sterling Planning

Name: Sterling Planning — Sterling Planning Retirement, Form 5500 (2022)
Creator: Sterling Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Planning Retirement Trust

401(k) retirement plan · Sterling Planning's Sterling Planning Retirement Trust reported $24 in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24

Net assets (EOY)

$24

People on this filing

Plan Sponsor signed Sterling Planning's 2022 Form 5500 as plan administrator.

Plan Sponsor — 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 Planning's EIN is 30-1203167.

EIN 30-1203167

Plan number 001

Plan year 2022

ACK ID 20230731083325NAL0033221042001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sterling Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sterling Planning's 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 STERLING PLANNING.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score