Plan Ledger DOL Form 5500 · updated monthly

Sterling BV, Inc.401(k)

STERLING BV, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

Sterling BV, Inc. reported $13,903 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,241st of 5,688), and 11,629th of 13,661 in manufacturing. active participation has grown from 803 to 946 since 2022.

Plan summary
Net assets, end of year$4,232,992
Participants with balances691
Active participants946
Employer contributions—
Employee contributions$421,908
Employer contribution per active participant—
Average account balance$6,126
Benefits paid to participants$495,812
Plan auditUnmodified (clean) audit opinion
AuditorKBFALK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 691 accts
2023$3.9M · 647 accts
2022$3.2M · 597 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,903
Total administrative$13,903
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$13,903

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,903 · 0.34%
2023$11,013 · 0.31%
2022$11,259 · 0.33%
Similar plansManufacturing · Texas
Conveyors, Inc TX$4.3M · 0.21%
Zinkpower USA TX$4.3M · 0.25%
Parker Products LLC TX$4.2M · 0.09%
Dfw Plastics, Inc. TX$4.1M · 0.88%
Asi Sign Systems, Inc. TX$4.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811791939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.