Civic Intelligence

Sterling Fund Management LLC

Plan context: Sterling Partners 401K Retirement

EIN 36-4366223 • Chicago, IL • 36 filings • 5 plans

401 N Michigan Ave Ste 3300Chicago, IL 60611-4250
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$16,708,672

2024 Contributions

$878,638

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$20,529,835$10,264,918$0200520152024YearValue
$16,708,672Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

114570200520152024YearValue
82Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024282$16,708,672$878,638$10,715iApproximate average salary by contribution assumption: employee only about $267,877 at 4% or $178,585 at 6%; with 50% employer match about $178,585 at 4% or $119,057 at 6%; with 100% employer match about $133,939 at 4% or $89,292 at 6%.
Sterling Partners 401K Retirement-82$14,224,234$669,190$8,161iApproximate average salary by contribution assumption: employee only about $204,021 at 4% or $136,014 at 6%; with 50% employer match about $136,014 at 4% or $90,676 at 6%; with 100% employer match about $102,011 at 4% or $68,007 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-20$2,484,438$209,448$10,472iApproximate average salary by contribution assumption: employee only about $261,810 at 4% or $174,540 at 6%; with 50% employer match about $174,540 at 4% or $116,360 at 6%; with 100% employer match about $130,905 at 4% or $87,270 at 6%.
2023293$20,073,227$845,065$9,087iApproximate average salary by contribution assumption: employee only about $227,168 at 4% or $151,445 at 6%; with 50% employer match about $151,445 at 4% or $100,964 at 6%; with 100% employer match about $113,584 at 4% or $75,723 at 6%.
Sterling Partners 401K Retirement-93$15,494,863$766,540$8,242iApproximate average salary by contribution assumption: employee only about $206,059 at 4% or $137,373 at 6%; with 50% employer match about $137,373 at 4% or $91,582 at 6%; with 100% employer match about $103,030 at 4% or $68,686 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-24$4,578,364$78,525$3,272iApproximate average salary by contribution assumption: employee only about $81,797 at 4% or $54,531 at 6%; with 50% employer match about $54,531 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,266 at 6%.
2022297$17,553,689$981,532$10,119iApproximate average salary by contribution assumption: employee only about $252,972 at 4% or $168,648 at 6%; with 50% employer match about $168,648 at 4% or $112,432 at 6%; with 100% employer match about $126,486 at 4% or $84,324 at 6%.
Sterling Partners 401K Retirement-97$13,569,568$842,360$8,684iApproximate average salary by contribution assumption: employee only about $217,103 at 4% or $144,735 at 6%; with 50% employer match about $144,735 at 4% or $96,490 at 6%; with 100% employer match about $108,552 at 4% or $72,368 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-24$3,984,121$139,172$5,799iApproximate average salary by contribution assumption: employee only about $144,971 at 4% or $96,647 at 6%; with 50% employer match about $96,647 at 4% or $64,431 at 6%; with 100% employer match about $72,485 at 4% or $48,324 at 6%.
2021291$20,529,835$974,427$10,708iApproximate average salary by contribution assumption: employee only about $267,700 at 4% or $178,466 at 6%; with 50% employer match about $178,466 at 4% or $118,978 at 6%; with 100% employer match about $133,850 at 4% or $89,233 at 6%.
Sterling Partners 401K Retirement-91$16,203,667$731,603$8,040iApproximate average salary by contribution assumption: employee only about $200,990 at 4% or $133,993 at 6%; with 50% employer match about $133,993 at 4% or $89,329 at 6%; with 100% employer match about $100,495 at 4% or $66,997 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-23$4,326,168$242,824$10,558iApproximate average salary by contribution assumption: employee only about $263,939 at 4% or $175,959 at 6%; with 50% employer match about $175,959 at 4% or $117,306 at 6%; with 100% employer match about $131,970 at 4% or $87,980 at 6%.
2020294$17,662,794$943,621$10,039iApproximate average salary by contribution assumption: employee only about $250,963 at 4% or $167,309 at 6%; with 50% employer match about $167,309 at 4% or $111,539 at 6%; with 100% employer match about $125,482 at 4% or $83,654 at 6%.
Sterling Partners 401K Retirement-94$13,867,451$708,907$7,542iApproximate average salary by contribution assumption: employee only about $188,539 at 4% or $125,693 at 6%; with 50% employer match about $125,693 at 4% or $83,795 at 6%; with 100% employer match about $94,270 at 4% or $62,846 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-25$3,795,343$234,714$9,389iApproximate average salary by contribution assumption: employee only about $234,714 at 4% or $156,476 at 6%; with 50% employer match about $156,476 at 4% or $104,317 at 6%; with 100% employer match about $117,357 at 4% or $78,238 at 6%.
20192111$16,659,856$967,369$8,715iApproximate average salary by contribution assumption: employee only about $217,876 at 4% or $145,251 at 6%; with 50% employer match about $145,251 at 4% or $96,834 at 6%; with 100% employer match about $108,938 at 4% or $72,625 at 6%.
Sterling Partners 401K Retirement-111$13,177,151$752,214$6,777iApproximate average salary by contribution assumption: employee only about $169,418 at 4% or $112,945 at 6%; with 50% employer match about $112,945 at 4% or $75,297 at 6%; with 100% employer match about $84,709 at 4% or $56,473 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-29$3,482,705$215,155$7,419iApproximate average salary by contribution assumption: employee only about $185,478 at 4% or $123,652 at 6%; with 50% employer match about $123,652 at 4% or $82,435 at 6%; with 100% employer match about $92,739 at 4% or $61,826 at 6%.
20182103$13,489,366$1,244,615$12,084iApproximate average salary by contribution assumption: employee only about $302,091 at 4% or $201,394 at 6%; with 50% employer match about $201,394 at 4% or $134,263 at 6%; with 100% employer match about $151,046 at 4% or $100,697 at 6%.
Sterling Partners 401K Retirement-103$10,673,258$1,060,287$10,294iApproximate average salary by contribution assumption: employee only about $257,351 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-23$2,816,108$184,328$8,014iApproximate average salary by contribution assumption: employee only about $200,357 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,047 at 6%; with 100% employer match about $100,178 at 4% or $66,786 at 6%.
20172103$14,962,985$1,119,577$10,870iApproximate average salary by contribution assumption: employee only about $271,742 at 4% or $181,161 at 6%; with 50% employer match about $181,161 at 4% or $120,774 at 6%; with 100% employer match about $135,871 at 4% or $90,581 at 6%.
Sterling Partners 401K Retirement-103$12,064,501$880,405$8,548iApproximate average salary by contribution assumption: employee only about $213,691 at 4% or $142,460 at 6%; with 50% employer match about $142,460 at 4% or $94,974 at 6%; with 100% employer match about $106,845 at 4% or $71,230 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-25$2,898,484$239,172$9,567iApproximate average salary by contribution assumption: employee only about $239,172 at 4% or $159,448 at 6%; with 50% employer match about $159,448 at 4% or $106,299 at 6%; with 100% employer match about $119,586 at 4% or $79,724 at 6%.
20162114$13,520,959$1,219,396$10,696iApproximate average salary by contribution assumption: employee only about $267,411 at 4% or $178,274 at 6%; with 50% employer match about $178,274 at 4% or $118,850 at 6%; with 100% employer match about $133,706 at 4% or $89,137 at 6%.
Sterling Partners 401K Retirement-114$10,927,689$960,276$8,423iApproximate average salary by contribution assumption: employee only about $210,587 at 4% or $140,391 at 6%; with 50% employer match about $140,391 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,196 at 6%.
STERLING FUND MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST-21$2,593,270$259,120$12,339iApproximate average salary by contribution assumption: employee only about $308,476 at 4% or $205,651 at 6%; with 50% employer match about $205,651 at 4% or $137,101 at 6%; with 100% employer match about $154,238 at 4% or $102,825 at 6%.
20152111$12,433,872$1,267,787$11,422iApproximate average salary by contribution assumption: employee only about $285,538 at 4% or $190,358 at 6%; with 50% employer match about $190,358 at 4% or $126,906 at 6%; with 100% employer match about $142,769 at 4% or $95,179 at 6%.
Sterling Partners 401K Retirement-111$9,747,189$956,047$8,613iApproximate average salary by contribution assumption: employee only about $215,326 at 4% or $143,551 at 6%; with 50% employer match about $143,551 at 4% or $95,700 at 6%; with 100% employer match about $107,663 at 4% or $71,775 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-22$2,686,683$311,740$14,170iApproximate average salary by contribution assumption: employee only about $354,250 at 4% or $236,167 at 6%; with 50% employer match about $236,167 at 4% or $157,444 at 6%; with 100% employer match about $177,125 at 4% or $118,083 at 6%.
20142106$11,299,520$1,084,513$10,231iApproximate average salary by contribution assumption: employee only about $255,781 at 4% or $170,521 at 6%; with 50% employer match about $170,521 at 4% or $113,681 at 6%; with 100% employer match about $127,891 at 4% or $85,260 at 6%.
Sterling Partners 401K Retirement-106$8,893,850$763,310$7,201iApproximate average salary by contribution assumption: employee only about $180,026 at 4% or $120,017 at 6%; with 50% employer match about $120,017 at 4% or $80,012 at 6%; with 100% employer match about $90,013 at 4% or $60,009 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-22$2,405,670$321,203$14,600iApproximate average salary by contribution assumption: employee only about $365,003 at 4% or $243,336 at 6%; with 50% employer match about $243,336 at 4% or $162,224 at 6%; with 100% employer match about $182,502 at 4% or $121,668 at 6%.
20132103$10,024,826$1,112,913$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,055 at 6%; with 100% employer match about $135,062 at 4% or $90,042 at 6%.
Sterling Partners 401K Retirement-103$8,019,023$789,826$7,668iApproximate average salary by contribution assumption: employee only about $191,705 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,202 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-23$2,005,803$323,087$14,047iApproximate average salary by contribution assumption: employee only about $351,182 at 4% or $234,121 at 6%; with 50% employer match about $234,121 at 4% or $156,081 at 6%; with 100% employer match about $175,591 at 4% or $117,061 at 6%.
2012298$7,903,896$1,125,280$11,482iApproximate average salary by contribution assumption: employee only about $287,061 at 4% or $191,374 at 6%; with 50% employer match about $191,374 at 4% or $127,583 at 6%; with 100% employer match about $143,531 at 4% or $95,687 at 6%.
Sterling Partners 401K Retirement-98$6,333,624$867,697$8,854iApproximate average salary by contribution assumption: employee only about $221,351 at 4% or $147,568 at 6%; with 50% employer match about $147,568 at 4% or $98,378 at 6%; with 100% employer match about $110,676 at 4% or $73,784 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-22$1,570,272$257,583$11,708iApproximate average salary by contribution assumption: employee only about $292,708 at 4% or $195,139 at 6%; with 50% employer match about $195,139 at 4% or $130,092 at 6%; with 100% employer match about $146,354 at 4% or $97,569 at 6%.
20112101$6,797,230$1,284,654$12,719iApproximate average salary by contribution assumption: employee only about $317,984 at 4% or $211,989 at 6%; with 50% employer match about $211,989 at 4% or $141,326 at 6%; with 100% employer match about $158,992 at 4% or $105,995 at 6%.
Sterling Partners 401K Retirement-101$5,529,905$1,052,451$10,420iApproximate average salary by contribution assumption: employee only about $260,508 at 4% or $173,672 at 6%; with 50% employer match about $173,672 at 4% or $115,781 at 6%; with 100% employer match about $130,254 at 4% or $86,836 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-23$1,267,325$232,203$10,096iApproximate average salary by contribution assumption: employee only about $252,395 at 4% or $168,263 at 6%; with 50% employer match about $168,263 at 4% or $112,175 at 6%; with 100% employer match about $126,197 at 4% or $84,132 at 6%.
2010276$5,782,520$1,015,305$13,359iApproximate average salary by contribution assumption: employee only about $333,982 at 4% or $222,655 at 6%; with 50% employer match about $222,655 at 4% or $148,436 at 6%; with 100% employer match about $166,991 at 4% or $111,327 at 6%.
Sterling Partners 401K Retirement-76$4,738,454$823,273$10,833iApproximate average salary by contribution assumption: employee only about $270,813 at 4% or $180,542 at 6%; with 50% employer match about $180,542 at 4% or $120,362 at 6%; with 100% employer match about $135,407 at 4% or $90,271 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-20$1,044,066$192,032$9,602iApproximate average salary by contribution assumption: employee only about $240,040 at 4% or $160,027 at 6%; with 50% employer match about $160,027 at 4% or $106,684 at 6%; with 100% employer match about $120,020 at 4% or $80,013 at 6%.
2009288$4,409,116$928,817$10,555iApproximate average salary by contribution assumption: employee only about $263,868 at 4% or $175,912 at 6%; with 50% employer match about $175,912 at 4% or $117,275 at 6%; with 100% employer match about $131,934 at 4% or $87,956 at 6%.
Sterling Partners 401K Retirement-88$3,587,324$715,707$8,133iApproximate average salary by contribution assumption: employee only about $203,326 at 4% or $135,551 at 6%; with 50% employer match about $135,551 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-16$821,792$213,110$13,319iApproximate average salary by contribution assumption: employee only about $332,984 at 4% or $221,990 at 6%; with 50% employer match about $221,990 at 4% or $147,993 at 6%; with 100% employer match about $166,492 at 4% or $110,995 at 6%.
2008133$572,945$187,550$5,683iApproximate average salary by contribution assumption: employee only about $142,083 at 4% or $94,722 at 6%; with 50% employer match about $94,722 at 4% or $63,148 at 6%; with 100% employer match about $71,042 at 4% or $47,361 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-33$572,945$187,550$5,683iApproximate average salary by contribution assumption: employee only about $142,083 at 4% or $94,722 at 6%; with 50% employer match about $94,722 at 4% or $63,148 at 6%; with 100% employer match about $71,042 at 4% or $47,361 at 6%.
2007133$432,107$147,088$4,457iApproximate average salary by contribution assumption: employee only about $111,430 at 4% or $74,287 at 6%; with 50% employer match about $74,287 at 4% or $49,525 at 6%; with 100% employer match about $55,715 at 4% or $37,143 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-33$432,107$147,088$4,457iApproximate average salary by contribution assumption: employee only about $111,430 at 4% or $74,287 at 6%; with 50% employer match about $74,287 at 4% or $49,525 at 6%; with 100% employer match about $55,715 at 4% or $37,143 at 6%.
2006133$276,597$150,386$4,557iApproximate average salary by contribution assumption: employee only about $113,929 at 4% or $75,953 at 6%; with 50% employer match about $75,953 at 4% or $50,635 at 6%; with 100% employer match about $56,964 at 4% or $37,976 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-33$276,597$150,386$4,557iApproximate average salary by contribution assumption: employee only about $113,929 at 4% or $75,953 at 6%; with 50% employer match about $75,953 at 4% or $50,635 at 6%; with 100% employer match about $56,964 at 4% or $37,976 at 6%.
2005133$124,083$124,083$3,760iApproximate average salary by contribution assumption: employee only about $94,002 at 4% or $62,668 at 6%; with 50% employer match about $62,668 at 4% or $41,779 at 6%; with 100% employer match about $47,001 at 4% or $31,334 at 6%.
FUND MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST-33$124,083$124,083$3,760iApproximate average salary by contribution assumption: employee only about $94,002 at 4% or $62,668 at 6%; with 50% employer match about $62,668 at 4% or $41,779 at 6%; with 100% employer match about $47,001 at 4% or $31,334 at 6%.