How big is Sterling Wealth Management's plan?

Sterling Wealth Management's plan reported $918K in assets and 11 participants for 2024.

Original filing (PDF)20250718153423NAL0002921328002

Sterling Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Sterling Wealth Management Retirement Trust

401(k) retirement plan · Sterling Wealth Management's Sterling Wealth Management Retirement Trust held $918K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

Plan identifiers

Sterling Wealth Management's EIN is 32-0122653.

EIN 32-0122653

Plan number 001

Plan year 2024

ACK ID 20250718153423NAL0002921328002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Wealth Management'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 WEALTH MANAGEMENT.

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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 (86th percentile).

Plan sponsor

Name

STERLING WEALTH MANAGEMENT

EIN

all filings

Address

301 N NEIL ST · STE 203 · CHAMPAIGN, IL · 61820

Phone

(217) 398-1900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator