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Original filing (PDF)20251008121859NAL0002990243001
STERLING SITE ACCESS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
STERLING SITE ACCESS SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
324
Accounts w/ balance
467
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity Freedom Index 2040 Fund #" is 25% of plan.
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING SITE ACCESS SOLUTIONS, LLC.
Plan sponsor
Name
STERLING SITE ACCESS SOLUTIONS, LLC
EIN
36-3735813
Address
501 E. 151ST STREET · PHOENIX, IL · 60426
Phone
(708) 388-2223
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $36K | — |
Investments
29 direct securities· $18.4M(96% of reported assets)
Uncategorized
$17.2M
28 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2040 Fund # | — | — | — | $4.9M | 25.4% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund # | — | — | — | $3.9M | 20.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund # | — | — | — | $1.5M | 7.6% | |
| s * Fidelity Investments Fidelity 500 Index Fund # $ | Mutual Funds | — | — | $1.2M | 6.4% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund # | — | — | — | $886K | 4.6% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund # 284 * Fidelity Investments Fidelity Freedom Index 2025 Fund # | — | — | — | $866K | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund # | — | — | — | $728K | 3.8% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund # | — | — | — | $636K | 3.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund # | — | — | — | $589K | 3.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund # | — | — | — | $439K | 2.3% | |
| From Participants through January 2033 | — | — | — | $366K | 1.9% | |
| Vanguard Explorer Fund Admiral Shares # | — | — | — | $341K | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund # | — | — | — | $300K | 1.6% | |
| Money Market Deposit Accounts Gabelli Funds Gabelli U.S. Treasury Money Market Fund Class AAA # | — | — | — | $258K | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund # | — | — | — | $219K | 1.1% | |
| JPMorgan U.S. Equity Fund Class R6 # | — | — | — | $209K | 1.1% | |
| Fidelity Investments Fidelity International Index Fund # | — | — | — | $179K | 0.9% | |
| MFS Mid Cap Growth Fund Class R6 # | — | — | — | $176K | 0.9% | |
| Fidelity Investments Fidelity Total Bond K6 Fund # | — | — | — | $140K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund # | — | — | — | $137K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund # | — | — | — | $95K | 0.5% | |
| Virtus Duff & Phelps Real Estate Securities Class R6 # | — | — | — | $73K | 0.4% | |
| Wells Fargo Wells Fargo Special Small Cap Value Fund Class R6 # | — | — | — | $60K | 0.3% | |
| Wells Fargo Wells Fargo Special Mid Cap Value Fund Class R6 # | — | — | — | $50K | 0.3% | |
| Fidelity Investments Fidelity International PR Bond Index Fund # | — | — | — | $42K | 0.2% | |
| Fidelity Investments Fidelity International Capital Appreciation K6 Fund # | — | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity US Bond Index Fund # | — | — | — | $33K | 0.2% | |
| New World American Funds New World Fund Class R6 # | — | — | — | $27K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund # | — | — | — | $19K | 0.1% |