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  1. Companies/
  2. Sterling Portfolio Managers, LLC

Filings through Oct 24, 2026.

Company

Sterling Portfolio Managers, LLC

EIN 46-0831803-financial services-Latest filing 2025
Plans
1
Retirement
1
$247K assets
Health & Benefits
0
Participants
5
8737 HWY 6 NORTH - HOUSTON, TX 77095832-912-4272sterlingportfolios.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$247K - 5 part

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Retirement#001

STERLING PORTFOLIO MANAGERS, LLC 401(K) PLAN

401(k)

Assets$247K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STERLING PORTFOLIO MANAGERS, LLC 401(K) PLAN401(k)$247K52025
  • STERLING PORTFOLIO MANAGERS, LLC 401(K) PLAN$247K
    #001 · 401(k) · 20255
Retirement plans
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