Claire Castello signed Sterling Bay, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling Bay, LLC's EIN is 36-4823717.
Download the official 2024 Form 5500 (PDF) for Sterling Bay, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sterling Bay, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR & CO. | 36-2214610 | — | ADVISOR | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 | Mutual Funds | — | — | $3.0M | 20.7% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $2.3M | 15.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.0M | 13.6% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $1.3M | 8.8% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $1.3M | 8.6% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $1.1M | 7.6% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $1.0M | 7.1% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $639K | 4.4% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $323K | 2.2% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $241K | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $217K | 1.5% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $201K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $189K | 1.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $108K | 0.7% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $104K | 0.7% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $89K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $75K | 0.5% | |
| Participants Participant loans with interest rates of 10.50% $- | Bonds / Notes | — | — | $67K | 0.5% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $61K | 0.4% | |
| RBC Emerging Markets Equity | Other securities | — | — | $51K | 0.3% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $49K | 0.3% | |
| Janus Henderson Janus Henderson Triton | Mutual Funds | — | — | $45K | 0.3% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $39K | 0.3% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $36K | 0.2% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $22K | 0.2% | |
| MFS Massachusetts Investors Trust | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $16K | 0.1% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $7K | <0.1% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
