Sterling College Defined Contribution Plan
Sponsored by Sterling College · EIN 480543728 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 181
- With balances
- 407
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $23,676 |
| Mariner Wealth | Investment advisory (participants), Investment advisory (plan) | $9,951 |