Chelsea Marohn signed Sterling Capital Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling Capital Management LLC's EIN is 42-1658828.
Download the official 2024 Form 5500 (PDF) for Sterling Capital Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sterling Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 | $481 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $21.4M | 23.1% | |
| Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $20.9M | 22.5% | |
| Fidelity Large Cap Value IDX | Common Collective Trusts | — | — | $7.9M | 8.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $4.3M | 4.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $4.1M | 4.4% | |
| Fidelity Small Cap Value IDX | Common Collective Trusts | — | — | $3.7M | 4.0% | |
| MFS Growth R6 | Mutual Funds | — | — | $3.7M | 4.0% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $3.6M | 3.9% | |
| T. Rowe Price IS Mid Cap Equity GR | Other securities | — | — | $2.7M | 2.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.4M | 2.6% | |
| Fidelity Global EX US IDX | Common Collective Trusts | — | — | $2.4M | 2.6% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $2.4M | 2.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.3M | 2.5% | |
| American Funds Europac Growth R6 | Mutual Funds | — | — | $2.1M | 2.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.9M | 2.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Small Cap IDX | Common Collective Trusts | — | — | $946K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $855K | 0.9% | |
| Fidelity Mid Cap IDX | Common Collective Trusts | — | — | $668K | 0.7% | |
| RBC Emerging Markets Equity R6 | Other securities | — | — | $528K | 0.6% | |
| BBH Long term duration I | Other securities | — | — | $480K | 0.5% | |
| Vanguard Retirement Savings TR IV | Mutual Funds | — | — | $400K | 0.4% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $400K | 0.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $327K | 0.4% | |
| Brown Advisory Small Cap Growth Inst | Other securities | — | — | $283K | 0.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $248K | 0.3% | |
| Harbor Divintac Retirement | Other securities | — | — | $240K | 0.3% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $197K | 0.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $181K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $176K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $134K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $132K | 0.1% | |
| PIMCO Long Duration Total Return I | Mutual Funds | — | — | $44K | <0.1% | |
| Fidelity INFL PR BD IDX | Common Collective Trusts | — | — | $35K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
