How big is Sterling Fund Management, LLC's plan?

Sterling Fund Management, LLC's plan reported $14.2M in assets and 33 participants for 2024.

Original filing (PDF)20250717134325NAL0000191139001

Sterling Fund Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sterling Partners 401(k) Retirement

Defined-contribution retirement plan · Sterling Fund Management, LLC's Sterling Partners 401(k) Retirement held $14.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

JEFF Elburn signed Sterling Fund Management, LLC's 2024 Form 5500 as plan administrator.

JEFF Elburn — 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 Fund Management, LLC's EIN is 36-4366223.

EIN 36-4366223

Plan number 001

Plan year 2024

ACK ID 20250717134325NAL0000191139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Fund Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING FUND MANAGEMENT, LLC.

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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 FUND MANAGEMENT, LLC

EIN

all filings

Address

401 N MICHIGAN AVE STE 3300 · CHICAGO, IL · 606114250

Phone

(312) 465-7019

Industry

Management of Companies / Holdings

Plan administrator