How big is South Mountain's plan?

South Mountain's plan reported $344K in assets and 139 participants for 2024.

Original filing (PDF)20250929132310NAL0026858594001

South Mountain

Name: South Mountain — Sterling Care 401(k) Plan, Form 5500 (2024)
Creator: South Mountain
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Care 401(k) Plan

401(k) retirement plan · South Mountain's Sterling Care 401(k) Plan held $344K in plan assets for 139 participants in 2024.

Signals · 1

No auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan identifiers

South Mountain's EIN is 82-2725801.

EIN 82-2725801

Plan number 001

Plan year 2024

ACK ID 20250929132310NAL0026858594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Mountain from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Mountain's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score