How big is Sterling Associates Group LLC's plan?

Sterling Associates Group LLC's plan reported $5.8M in assets and 41 participants for 2025.

Original filing (PDF)20260428134011NAL0005543171001

Sterling Associates Group LLC

Name: Sterling Associates Group LLC — Sterling Associates, Form 5500 (2025)
Creator: Sterling Associates Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Associates Group LLC Retirement Trust

401(k) retirement plan · Sterling Associates Group LLC's Sterling Associates Group LLC Retirement Trust held $5.8M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Anthony Warren signed Sterling Associates Group LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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 Associates Group LLC's EIN is 47-1728063.

EIN 47-1728063

Plan number 001

Plan year 2025

ACK ID 20260428134011NAL0005543171001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sterling Associates Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sterling Associates Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSOCIATES GROUP 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