Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING SURPLUS, LLC
EIN 26-0153717Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
22
1085 GLUCKSTADT ROAD, 400D - MADISON, MS 39110855-227-2202
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 22 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#002
STERLING SURPLUS UNDERWRITERS CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STERLING SURPLUS UNDERWRITERS 401(K) PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STERLING SURPLUS UNDERWRITERS CASH BALANCE PLAN | CashBalance | $1.3M | 11 | 2025 | |
| 001 | STERLING SURPLUS UNDERWRITERS 401(K) PLAN | 401k | $1.1M | 11 | 2025 |
Retirement plans