Sterling Bank & Trust 401(k) Plan
Sponsored by Sterling Bank & Trust Fsb · EIN 382524834 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 223
- With balances
- 451
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Dahring | Cusmano Llc CRD 301236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $29,058 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $15,823 |
| Dahring Cusmano And Associates | Investment advisory (plan), Direct payment from the plan | $15,769 |