Sponsor portfolio
STERK FINANCIAL SERVICES
EIN 20-0615231financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
14
350 OAK TREE LANE STE 150 - DAKOTA DUNES, SD 57049605-217-3555sterkfinancialservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERK FINANCIAL SERVICES 401(K) PLAN | 401k | $1.2M | 14 | 2025 |
Retirement plans