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

Sterling Fund Management Services, LLC's plan reported $2.5M in assets and 34 participants for 2024.

Original filing (PDF)20250915151100NAL0000765123001

Sterling Fund Management Services, LLC

Name: Sterling Fund Management Services, LLC — Form 5500 Plan 002 (2024)
Creator: Sterling Fund Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Fund Management, LLC Profit Sharing Plan and Trust

Defined-contribution retirement plan · Sterling Fund Management Services, LLC's Sterling Fund Management, LLC Profit Sharing Plan and Trust held $2.5M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

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

Jeffrey 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 Services, LLC's EIN is 36-4366223.

EIN 36-4366223

Plan number 002

Plan year 2024

ACK ID 20250915151100NAL0000765123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Fund Management Services, LLC's plan includes profit-sharing, 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 FUND MANAGEMENT SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off