Plan Ledger DOL Form 5500 · updated monthly

Sterling Wisconsin, LLC401(k)

STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLAN · GERMANTOWN, WI · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Sterling Wisconsin, LLC reported $44,508 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,994 per active participant. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 927th-largest of 1,936 plans among Wisconsin employers on file, and the 6,307th of 13,661 in manufacturing. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,118,374
Participants with balances351
Active participants289
Employer contributions$1,154,384
Employee contributions$2,358,894
Employer contribution per active participant$3,994
Average account balance$51,619
Benefits paid to participants$464,325
Plan auditUnmodified (clean) audit opinion
AuditorELLIOT GROUP CPAS PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,780
Investment management$32,728
Total administrative$44,508
The Sterling Wisconsin, LLC 401(k) match · 2024
Employer contribution per active participant$3,994
Median for plans this size$2,416

Sterling Wisconsin, 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.

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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$25,821
EMPOWER ADVISORY GROUP, LLC · Investment management$6,907

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

Administrative cost history1
2024$44,508 · 0.25%
Same employer
Similar plansManufacturing · Wisconsin
Madison One Holdings, LLC WI$18.4M · 0.02%
Nolato Contour Inc WI$18.4M · 0.59%
Server Products, Inc. WI$18.4M · 0.22%
Dsb Technologies, LLC WI$18.4M · 0.50%
Automation Components, Inc. WI$17.9M · 0.43%
Kretz Lumber Co., Inc. WI$17.8M · 0.00%
J & D Tube Benders, Inc. WI$17.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753236391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.