How big is Sterling Financial Group, LLC's plan?

Sterling Financial Group, LLC's plan reported $8.7M in assets and 37 participants for 2025.

Original filing (PDF)20260413121612NAL0017039985001

Sterling Financial Group, LLC

Name: Sterling Financial Group, LLC — Sterling Financial, Form 5500 (2025)
Creator: Sterling Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Financial Group 401(k) Plan

401(k) retirement plan · Sterling Financial Group, LLC's Sterling Financial Group 401(k) Plan held $8.7M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Sterling Financial Group, LLC's EIN is 87-0573624.

EIN 87-0573624

Plan number 001

Plan year 2025

ACK ID 20260413121612NAL0017039985001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sterling Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sterling Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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