Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING INSURANCE CONCEPTS, INC.
EIN 60-0000335insuranceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
902 E. COUNTY LINE ROAD - LAKEWOOD, NJ 08701732-901-3236sterlingic.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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 INSURANCE CONCEPTS, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STERLING INSURANCE CONCEPTS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$143K
Participants5
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 INSURANCE CONCEPTS, INC. DEFINED BENEFIT PLAN | CashBalance | $1.6M | 6 | 2025 | |
| 001 | STERLING INSURANCE CONCEPTS, INC. PROFIT SHARING PLAN | ProfitSharing | $143K | 5 | 2025 |
Retirement plans
Welfare plans