Sterling Equities Associates, LLC.401(k)
STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN · GREAT NECK, NY · plan year 2024
Sterling Equities Associates, LLC.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $41,995,081 across 187 participant accounts, with employer contributions averaging $2,891 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,544th-largest of 5,648 plans among New York employers on file, and the 337th of 2,096 in real estate & leasing. In 2024, employees put in $5.08 for every $1.00 the employer contributed.
Sterling Equities Associates, LLC.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 132749022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.