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Original filing (PDF)20251015123616NAL0004552321001
STERLING WISCONSIN, LLC
Form 5500
FILING_RECEIVED
STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
289
Accounts w/ balance
351
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING WISCONSIN, LLC.
Plan sponsor
Name
STERLING WISCONSIN, LLC
EIN
75-3236391
Address
W130N10497 WASHINGTON DR · GERMANTOWN, WI · 53022
Phone
(262) 347-7542
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-12
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOT GROUP CPAS PLLC
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
27 direct securities· $17.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.0M | 16.8% | |
| State Street Target Retirement 2055 K | — | — | — | $2.0M | 11.2% | |
| State Street Target Retirement 2040 K | — | — | — | $1.9M | 10.3% | |
| State Street Target Retirement 2035 K | — | — | — | $1.5M | 8.2% | |
| State Street Target Retirement 2045 K | — | — | — | $1.4M | 7.8% | |
| State Street Target Retirement 2050 K | — | — | — | $1.2M | 6.6% | |
| Fidelity Total International Index Fund | — | — | — | $936K | 5.2% | |
| State Street Target Retirement 2030 K | — | — | — | $876K | 4.8% | |
| State Street Target Retirement 2060 K | — | — | — | $681K | 3.8% | |
| AllianceBernstein Large Cap Growth Fund Class Z | — | — | — | $620K | 3.4% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $516K | 2.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $444K | 2.4% | |
| State Street Target Retirement 2065 K | — | — | — | $347K | 1.9% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $345K | 1.9% | |
| State Street Target Retirement 2025 K | — | — | — | $281K | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $278K | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $257K | 1.4% | |
| MFS International Growth R6 | — | — | — | $212K | 1.2% | |
| Fidelity Total Bond K6 Fund | — | — | — | $186K | 1.0% | |
| American Funds American Balanced R6 | — | — | — | $155K | 0.9% | |
| Allspring Special Small Cap Value R6 | — | — | — | $134K | 0.7% | |
| State Street Target Retirement 2020 K | — | — | — | $119K | 0.7% | |
| MFS Value R6 | — | — | — | $82K | 0.5% | |
| State Street Target Retirement K | — | — | — | $74K | 0.4% | |
| PIMCO Global Bond Opportunities Fund (USD-Hedged) | — | — | — | $59K | 0.3% | |
| AllianceBernstein Small Cap Growth Fund Class Z | — | — | — | $37K | 0.2% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $20K | 0.1% |
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