Roxanne Dillon signed Sterling BV, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sterling BV, Inc.'s EIN is 81-1791939.
Download the official 2024 Form 5500 (PDF) for Sterling BV, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sterling BV, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Value Advantage Option Guaranteed Investment Contract | Stable Value | — | — | $1.1M | 26.4% | |
| Amer Funds Growth Fund of Amer Inv Opt Pooled Separate Account | Pooled Separate Accounts | — | — | $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 LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $252K | 5.9% | |
| 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% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $243K | 5.7% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $233K | 5.5% | |
| GOLDMAN SACHS TECH OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 058 | Pooled Separate Account | — | — | $136K | 3.2% | |
| BLACKROCK EQ DIVIDEND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 124 | Pooled Separate Account | — | — | $128K | 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 LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $124K | 2.9% | |
| 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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $49K | 1.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $49K | 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% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $44K | 1.0% | |
| MFS INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | — | — | $42K | 1.0% | |
| 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% - | Bonds / Notes | — | — | $37K | 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 | Pooled Separate Accounts | — | — | $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 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 | Pooled Separate Accounts | — | — | $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% | |
| 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 | Pooled Separate Accounts | — | — | $21K | 0.5% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $21K | 0.5% | |
| THORNBURG INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 131 | Pooled Separate Account | — | — | $17K | 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 | Pooled Separate Accounts | — | — | $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 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $11K | 0.3% | |
| Transamerica Life Ins Co Transamerica Ptnr High Yield Bd | Common Stocks | — | — | $9K | 0.2% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Transamerica Life Ins Co American Century Inf-Adj Bd Inv Opt | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $4K | <0.1% |
