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Original filing (PDF)20251009080448NAL0006271233001
STERLING BV, INC.
Form 5500
FILING_RECEIVED
STERLING BV, INC. 401(K) PLAN
401(k) retirement plan
Active participants
946
Accounts w/ balance
691
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
38 pooled trusts
Schedule D
75 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
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERLING BV, INC..
Plan sponsor
Name
STERLING BV, INC.
EIN
81-1791939
Address
1075 ARION PKWY · SAN ANTONIO, TX · 78216
Phone
(210) 490-1669
Industry
Manufacturingsee 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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBFALK, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $14K | — |
Investments
37 direct securities · 38 pooled funds· $8.0M(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
$4.9M
37 holdings
Pooled Separate Account
$3.1M
38 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Stable Value Advantage Option Guaranteed Investment Contract | — | — | — | $1.1M | 26.4% | |
| Transamerica Life Ins Co Transamerica Stbl Val Adv Op | — | — | — | $1.1M | 26.4% | |
| Amer Funds Growth Fund of Amer Inv Opt Pooled Separate Account | — | — | — | $372K | 8.8% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $372K | 8.8% | |
| JPMorgan Large Cap Growth Ret Opt Pooled Separate Account | — | — | — | $252K | 5.9% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $252K | 5.9% | |
| Transamerica Life Ins Co Trans asst allc-Mod Gr Prtf Ret Opt | — | — | — | $245K | 5.8% | |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 054 | Pooled Separate Account | — | — | $245K | 5.8% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $244K | 5.8% | |
| Transamer LifeGoal 2030 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $244K | 5.8% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $243K | 5.7% | |
| Transamerica Life Ins Co Transamerica Ptnr Stock Idx Rt Opt | — | — | — | $233K | 5.5% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $233K | 5.5% | |
| Transamerica Life Ins Co Goldman Sachs Tech Opp Inv Opt | — | — | — | $136K | 3.2% | |
| GOLDMAN SACHS TECH OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 058 | Pooled Separate Account | — | — | $136K | 3.2% | |
| BlackRock Equity Dividend Inv Opt Pooled Separate Account | — | — | — | $128K | 3.0% | |
| BLACKROCK EQ DIVIDEND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 124 | Pooled Separate Account | — | — | $128K | 3.0% | |
| Transamerica Life Ins Co Trans asset alloc-Md Prtf Ret Opt | — | — | — | $125K | 3.0% | |
| TRANS ASSET ALLOC-MD PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 053 | Pooled Separate Account | — | — | $125K | 3.0% | |
| Transamerica Life Ins Co Transamerica LG d BlackRock Opt | — | — | — | $124K | 2.9% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $124K | 2.9% | |
| American Funds New Perspective Inv Opt Pooled Separate Account | — | — | — | $99K | 2.3% | |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $99K | 2.3% | |
| Transamer LifeGoal 2040 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $94K | 2.2% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $94K | 2.2% | |
| Transamerica Short-Term Bond Ret Opt Pooled Separate Account | — | — | — | $86K | 2.0% | |
| TRANSAMERICA PTNR HIGH QUALITY BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 027 | Pooled Separate Account | — | — | $86K | 2.0% | |
| GOLDMAN SACHS MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 080 | Pooled Separate Account | — | — | $80K | 1.9% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 090 | Pooled Separate Account | — | — | $68K | 1.6% | |
| Transamer LifeGoal 2045 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $50K | 1.2% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $50K | 1.2% | |
| Transamer LifeGoal 2050 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $49K | 1.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $49K | 1.1% | |
| Mutual Shares Inv Opt Pooled Separate Account | — | — | — | $47K | 1.1% | |
| FRANKLIN MTL SHARES INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 017 | Pooled Separate Account | — | — | $47K | 1.1% | |
| ALGER SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 134 | Pooled Separate Account | — | — | $47K | 1.1% | |
| Transamerica Life Ins Co Loomis Sayles Inv Grade Bd Rt Opt | — | — | — | $44K | 1.0% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $44K | 1.0% | |
| MFS International Intrinsic Value Ret Opt Pooled Separate Account | — | — | — | $42K | 1.0% | |
| MFS INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | — | — | $42K | 1.0% | |
| Prudential Jennison Mid Cap Growth Ret Opt Pooled Separate Account | — | — | — | $38K | 0.9% | |
| PGIM JENNISON MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 542 | Pooled Separate Account | — | — | $38K | 0.9% | |
| Notes receivable from participants Bearing interest at 4.5%-9.5% - | — | — | — | $37K | 0.9% | |
| State Street S&P Mid Cap Index Ret Opt Pooled Separate Account | — | — | — | $36K | 0.9% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $36K | 0.9% | |
| Transamerica Asset Alloc -Conserv Port Ret Opt Pooled Separate Account | — | — | — | $26K | 0.6% | |
| TRANS ASST ALLC-CNSV PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 052 | Pooled Separate Account | — | — | $26K | 0.6% | |
| State Street Russell Smll Cap Val Indx Ret Opt Pooled Separate Account | — | — | — | $23K | 0.5% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $23K | 0.5% | |
| Transamerica Asset Alloc -Grow Port Ret Opt Pooled Separate Account | — | — | — | $22K | 0.5% | |
| TRANSAMER ASST ALLC-GR PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 055 | Pooled Separate Account | — | — | $22K | 0.5% | |
| Transamer LifeGoal 2055 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $22K | 0.5% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $22K | 0.5% | |
| Transamer LifeGoal 2035 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $21K | 0.5% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $21K | 0.5% | |
| Transamerica Life Ins Co Thornburg Intl Val Ret Opt | — | — | — | $17K | 0.4% | |
| THORNBURG INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 131 | Pooled Separate Account | — | — | $17K | 0.4% | |
| Transamerica Life Ins Co American Fds Fdamental Invs Ret Opt | — | — | — | $15K | 0.4% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $15K | 0.4% | |
| Transamer LifeGoal 2025 w/BlackRck Ret Opt Pooled Separate Account | — | — | — | $11K | 0.3% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $11K | 0.3% | |
| Delaware Ivy Science & Tech Inv Opt Pooled Separate Account | — | — | — | $11K | 0.3% | |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $11K | 0.3% | |
| Transamerica Partners High Yield Bond Ret Opt Pooled Separate Account | — | — | — | $9K | 0.2% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Amer Cent Inflation-Adj Bond Inv Opt Pooled Separate Account | — | — | — | $7K | 0.2% | |
| AMERICAN CENTURY INF-ADJ BD INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 042 | Pooled Separate Account | — | — | $7K | 0.2% | |
| Transamerica Life Ins Co Nuveen Real Estate Sec Ret Opt | — | — | — | $5K | 0.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $5K | 0.1% | |
| Transamerica Life Ins Co State Street Emerg Mkt Idx Ret Opt | — | — | — | $4K | <0.1% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Transamerica Life Ins Co Templeton Glbl Bd Ret Opt | — | — | — | $3K | <0.1% | |
| TEMPLETON GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Transamerica Life Ins Co AllSpring Precious Metals Inv Opt | — | — | — | $2K | <0.1% | |
| ALLSPRING PRECIOUS METALS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 126 | Pooled Separate Account | — | — | $2K | <0.1% |
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