Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING SCHOOLS LLC
EIN 20-0741970Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
42
470 E. THOMPSON BOULEVARD - VENTURA, CA 93001213-509-7706
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 42 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STERLING SCHOOLS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STERLING SCHOOLS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$413K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERLING SCHOOLS LLC CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 19 | 2024 | |
| 002 | STERLING SCHOOLS LLC PROFIT SHARING PLAN | ProfitSharing | $413K | 23 | 2024 |
Retirement plans