How big is Stirling Capital, Ltd.'s plan?

Stirling Capital, Ltd.'s plan reported $481K in assets and 3 participants for 2024.

Original filing (PDF)20251009171320NAL0006949441001

Stirling Capital, Ltd.

Name: Stirling Capital, Ltd. — Stirling Capital, Ltd., Form 5500 (2024)
Creator: Stirling Capital, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stirling Capital, Ltd. 401(k) Plan

401(k) retirement plan · Stirling Capital, Ltd.'s Stirling Capital, Ltd. 401(k) Plan held $481K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

People on this filing

Richard Tatum signed Stirling Capital, Ltd.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Stirling Capital, Ltd.'s EIN is 84-2485247.

EIN 84-2485247

Plan number 001

Plan year 2024

ACK ID 20251009171320NAL0006949441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stirling Capital, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stirling Capital, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 STIRLING CAPITAL, LTD..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STIRLING CAPITAL, LTD.

EIN

all filings

Address

715 S. COY RD · SUITE A · OREGON, OH · 43616

Phone

(419) 725-0880

Industry

Other Services (ex. Public Admin)

Plan administrator