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Original filing (PDF)20251009085201NAL0006707745001
STIRLING PROPERTIES, LLC
Form 5500
FILING_RECEIVED
STIRLING PROPERTIES, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
121
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STIRLING PROPERTIES, LLC.
Plan sponsor
Name
STIRLING PROPERTIES, LLC
EIN
72-1194769
Address
16675 E BREWSTER RD SUITE 100 · COVINGTON, LA · 70433
Phone
(985) 898-2022
Industry
Real Estatesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
32 direct securities · 1 pooled fund· $10.8M(100% 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
$10.6M
32 holdings
Pooled Separate Account
$149K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | — | — | — | $2.3M | 21.6% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION T Mutual Funds | — | — | — | $794K | 7.5% | |
| BAIRD AGGREGATE BOND INST Mutual Funds | — | — | — | $704K | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2030 RETIREMENT Mutual Funds | — | — | — | $588K | 5.5% | |
| DFA INTERNATIONAL CORE EQUITY I Mutual Funds | — | — | — | $575K | 5.4% | |
| GOLDMAN SACHS US MORTGAGES INV Mutual Funds | — | — | — | $567K | 5.3% | |
| FIDELITY GROWTH DISCOVERY Mutual Funds | — | — | — | $526K | 5.0% | |
| CARILLON EAGLE MID CAP GROWTH R6 Mutual Funds | — | — | — | $498K | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2035 RETIREMENT Mutual Funds | — | — | — | $494K | 4.7% | |
| AMG YACKTMAN FOCUSED N Mutual Funds | — | — | — | $370K | 3.5% | |
| NUVEEN SMALL CAP BLEND INDEX R6 Mutual Funds | — | — | — | $355K | 3.3% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Funds | — | — | — | $350K | 3.3% | |
| MFS RESEARCH R6 Mutual Funds | — | — | — | $335K | 3.2% | |
| VIRTUS NFJ MID-CAP VALUE INST Mutual Funds | — | — | — | $265K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2025 RETIREMENT Mutual Funds | — | — | — | $252K | 2.4% | |
| Participant Loans With interest rates | — | — | — | $210K | 2.0% | |
| Account * GUARANTEED PORTFOLIO FUND Group Annuity Contract | — | — | — | $192K | 1.8% | |
| HARTFORD STRATEGIC INCOME Y Mutual Funds | — | — | — | $172K | 1.6% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Funds | — | — | — | $172K | 1.6% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 Mutual Funds | — | — | — | $172K | 1.6% | |
| FIDELITY ADVISOR ENERGY I Mutual Funds | — | — | — | $151K | 1.4% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $149K | 1.4% | |
| FEDERATED HERMES INSTL HIGH YIELD BD IS Mutual Funds | — | — | — | $144K | 1.4% | |
| Account * EMPOWER SECUREFOUNDATION BALANCED INV Pooled Separate | — | — | — | $126K | 1.2% | |
| JPMORGAN SMALL CAP GROWTH R6 Mutual Funds | — | — | — | $124K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2055 RETIREMENT Mutual Funds | — | — | — | $53K | 0.5% | |
| NUVEEN LIFECYCLE RET INC RET Mutual Funds | — | — | — | $41K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2045 RETIREMENT Mutual Funds | — | — | — | $41K | 0.4% | |
| EMPOWER SECUREFOUNDATION BAL INST Pooled Separate | — | — | — | $22K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2020 RETIREMENT Mutual Funds | — | — | — | $15K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2040 RETIREMENT Mutual Funds | — | — | — | $13K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2060 RETIREMENT Mutual Funds | — | — | — | $4K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 RETIREMENT Mutual Funds | — | — | — | $2K | <0.1% |
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