How big is Sterling Group Wealth Management, LLC's plan?

Sterling Group Wealth Management, LLC's plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20251007150633NAL0004764001001

Sterling Group Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

The Sterling Group 401(k) Profit Sharing Plan

401(k) retirement plan · Sterling Group Wealth Management, LLC's The Sterling Group 401(k) Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Sterling Group Wealth Management, LLC's EIN is 45-4270147.

EIN 45-4270147

Plan number 001

Plan year 2024

ACK ID 20251007150633NAL0004764001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Group Wealth Management, 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 GROUP WEALTH 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

Knocking points off