Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING FUND MANAGEMENT SERVICES, LLC
EIN 36-4366223Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$15.5M assets
Welfare
0
Participants
123
401 N MICHIGAN AVE STE 3300 - COLUMBIA, MD 21044312-465-7019
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.5M assets / 123 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 PARTNERS 401K RETIREMENT
ProfitSharing
Assets$13.0M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.5M
Participants43
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 PARTNERS 401K RETIREMENT | ProfitSharing | $13.0M | 80 | 2025 | |
| 002 | STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.5M | 43 | 2025 |
Retirement plans