Michelle Hall signed Sterling College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling College's EIN is 48-0543728.
Download the official 2024 Form 5500 (PDF) for Sterling College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sterling College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH | 20-4553256 | OVERLAND PARK, KS | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| and $320,368 as of December 31, 2024 and 2023, respectively, and are reported as | Other securities | — | — | $320K | 2.4% | |
| responsive. The contract values of the fully benefit responsive contracts were | Other securities | — | — | $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 | Other securities | — | — | $34K | 0.3% | |
| and $30,034 for the years ended December 31, 2024 and 2023, respectively, which were | Other securities | — | — | $30K | 0.2% |
