Sterling Investment Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$5.4B

Filings (rows)

Direct comp

$3.7M

Indirect comp

Showing only "STERLING INVESTMENT MANAGEMENT"

View all 3 variants aggregated →

STERLING INVESTMENT ADVISORS24 STERLING INVESTMENT MANAGEMENT7 STERLING INVESTMENT COUNSEL6

SERVICES PROVIDED

Advisor / Consultant7

Plans served

All 7 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$1.7B	$1.1M	$0
Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$1.5B	$1.1M	$0
Global Trust Company Cahaba Partners Equity Plus Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$780.0M	$71K	$0
Global Trust Company Cahaba Partners Equity Plus Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$609.9M	$194K	$0
Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$447.0M	$366K	$0
Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$394.8M	$828K	$0
Global Trust Company Cahaba Partners Tactical Equity Fund · all filings	WOBURN, MA	Advisor / Consultant	—	$0	$49K	$0