Sternberg, Inc.'s EIN is 35-0911892.
Download the official 2023 Form 5500 (PDF) for Sternberg, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sternberg, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.7M | 20.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 11.8% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $882K | 10.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $608K | 7.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $574K | 6.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $462K | 5.4% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $443K | 5.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $343K | 4.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $291K | 3.4% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $280K | 3.3% | |
| FID GROWTH STRATEGIES K6 | Registered Investment Companies | — | — | $234K | 2.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $200K | 2.4% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $184K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $182K | 2.1% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $181K | 2.1% | |
| TCW METWEST LOW DUR BOND I | Registered Investment Companies | — | — | $178K | 2.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $162K | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $126K | 1.5% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $123K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $122K | 1.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $100K | 1.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $54K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $29K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.2% | |
| MFS TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $26K |
| — |
