Sterling Products, Inc. 401(k) Savings And Retirement Plan
Sponsored by Sterling Products, Inc. · EIN 133446488 · Plan #003
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 274
- With balances
- 478
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment management, Investment management fees (direct) | $70,327 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $64,496 |
| Wipfli, Llp | Accounting, Direct payment from the plan | $10,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |