How big is Sterling Heritage Corporation's plan?

Sterling Heritage Corporation's plan reported $3.4M in assets and 13 participants for 2024.

Original filing (PDF)20250713123710NAL0000245105001

Sterling Heritage Corporation

Name: Sterling Heritage Corporation — Sterling Heritage, Form 5500 (2024)
Creator: Sterling Heritage Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Heritage Retirement Plan

401(k) retirement plan · Sterling Heritage Corporation's Sterling Heritage Retirement Plan held $3.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Louis Gaudio signed Sterling Heritage Corporation's 2024 Form 5500 as plan administrator.

Louis Gaudio — 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 Heritage Corporation's EIN is 31-1724414.

EIN 31-1724414

Plan number 001

Plan year 2024

ACK ID 20250713123710NAL0000245105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterling Heritage Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Heritage Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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 HERITAGE CORPORATION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

STERLING HERITAGE CORPORATION

EIN

all filings

Address

9912 B GEORGETOWN PIKE · SUITE 205 P.O. BOX 1407 · GREAT FALLS, VA · 22066

Phone

(703) 831-1131

Industry

Professional & Technical Services

Plan administrator