How big is Sterling Financial Management Inc.'s plan?

Sterling Financial Management Inc.'s plan reported $301K in assets and 8 participants for 2023.

Original filing (PDF)20240724144309NAL0007540707001

Sterling Financial Management Inc.

Name: Sterling Financial Management Inc. — Sterling, Form 5500 (2023)
Creator: Sterling Financial Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Financial Management Inc. 401(k)

401(k) retirement plan · Sterling Financial Management Inc.'s Sterling Financial Management Inc. 401(k) held $301K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

People on this filing

David Neterer signed Sterling Financial Management Inc.'s 2023 Form 5500 as plan administrator.

David Neterer — 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

Sterling Financial Management Inc.'s EIN is 85-3695628.

EIN 85-3695628

Plan number 001

Plan year 2023

ACK ID 20240724144309NAL0007540707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sterling Financial Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sterling Financial Management Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING FINANCIAL MANAGEMENT INC.

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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