Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | 401k | $19.5M | 379 | 2024 | |
| 002 | STERLING STAFFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.2M | 250 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STERLING ENGINEERING WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $236K | 174 | 2025 |