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Original filing (PDF)20251015152003NAL0002538851001
STERLING COLLEGE
Form 5500
FILING_RECEIVED
STERLING COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
407
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "and $320,368 as of December 31, 2024 and 2023, respectively, and are reported as" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING COLLEGE.
Plan sponsor
Name
STERLING COLLEGE
EIN
48-0543728
Address
125 W COOPER ST · STERLING, KS · 675792500
Phone
(620) 278-2173
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWINDOLL, JANZEN, HAWK & LOYD, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH | 20-4553256 | OVERLAND PARK, KS | ADVISOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $24K | — |
Investments
4 direct securities · 1 pooled fund· $853K(6% of reported assets)
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.
Uncategorized
$698K
4 holdings
Pooled Separate Account
$155K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| and $320,368 as of December 31, 2024 and 2023, respectively, and are reported as | — | — | — | $320K | 2.4% | |
| responsive. The contract values of the fully benefit responsive contracts were | — | — | — | $314K | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $155K | 1.2% | |
| The Plan made direct payments to the recordkeeper and investment advisor of | — | — | — | $34K | 0.3% | |
| and $30,034 for the years ended December 31, 2024 and 2023, respectively, which were | — | — | — | $30K | 0.2% |
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