How big is Charles Sterling Group, LLC's plan?

Charles Sterling Group, LLC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20250501075006NAL0001910915001

Charles Sterling Group, LLC

Name: Charles Sterling Group, LLC — Charles Sterling Group, Form 5500 (2024)
Creator: Charles Sterling Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Sterling Group 401(k) Plan

401(k) retirement plan · Charles Sterling Group, LLC's Charles Sterling Group 401(k) Plan held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Brian Porter signed Charles Sterling Group, LLC's 2024 Form 5500 as plan administrator.

Brian Porter — 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

Charles Sterling Group, LLC's EIN is 74-3106025.

EIN 74-3106025

Plan number 001

Plan year 2024

ACK ID 20250501075006NAL0001910915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Sterling Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Sterling Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES STERLING 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