THE STERLING GROUP 401(K) PROFIT SHARING PLAN

[ EIN: 45-4270147 | Plan No. 001 ]

According to Department of Labor Form 5500 data, STERLING GROUP WEALTH MANAGEMENT, LLC sponsors THE STERLING GROUP 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 9 participants and total assets of $2,974,800 for the plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: STERLING GROUP WEALTH MANAGEMENT, LLC

Location: 225 S. LAKE AVE., SUITE 600, PASADENA, CA 91101

EIN: 454270147

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $2,974,800

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