STERLING PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 0.2 mo100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
105
Plan assets (EOY)
$3.1M
Net assets (EOY)
-$4.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
84
/ 100
Grade B
Above-average plan
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.
Compliance & integrity
79
Total plan cost
97
Plan health
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING PLUMBING, INC..
Plan sponsor
Name
STERLING PLUMBING, INC.
EIN
68-0545538
Address
3111 W. CENTRAL AVENUE · SANTA ANA, CA · 92704
Phone
(714) 641-5480
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
RP&B, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security· $3.1M(100% of reported assets)
PI
% of plan
Sterling Plumbing, Inc. 1,000,000 shares common stock
Common Stock
—
$8.7M
$3.1M
100.0%
1–1 of 1
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