AUMdb

Sterling Management, Ltd. 401(k) Plan

Sponsored by Sterling Management, Ltd. · EIN 351494125 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
333
With balances
411

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $7,881