Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING REAL ESTATE, INCORPORATED
EIN 47-2440531real estateLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
509 E. HILLSIDE DRIVE, #101 - BLOOMINGTON, IN 47401812-333-1966sterlingbloomington.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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 REAL ESTATE CASH BALANCE PLAN
CashBalance
Assets$977K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STERLING REAL ESTATE 401(K) PLAN
401k
Assets$766K
Participants2
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 REAL ESTATE CASH BALANCE PLAN | CashBalance | $977K | 2 | 2024 | |
| 001 | STERLING REAL ESTATE 401(K) PLAN | 401k | $766K | 2 | 2024 |
Retirement plans