How big is Sterling Investments Advisors, LLC's plan?

Sterling Investments Advisors, LLC's plan reported $646K in assets and 4 participants for 2024.

Original filing (PDF)20250519150155NAL0002864226001

Sterling Investments Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Sterling Investment Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sterling Investments Advisors, LLC's Sterling Investment Advisors, LLC 401(k) Profit Sharing Plan held $646K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Jim Jones signed Sterling Investments Advisors, LLC's 2024 Form 5500 as plan administrator.

Jim Jones — 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 Investments Advisors, LLC's EIN is 43-1736364.

EIN 43-1736364

Plan number 001

Plan year 2024

ACK ID 20250519150155NAL0002864226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Investments Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING INVESTMENTS ADVISORS, 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