Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
SIERRA CAPITAL LLC
EIN 13-3990048financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
13
600 BRICKELL AVENUE, SUITE 2020 - MIAMI, FL 33131212-867-3533sierracap.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SIERRA CAPITAL LLC DEFINED BENEFIT PLAN
CashBalance
Assets$3.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SIERRA CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SIERRA CAPITAL LLC DEFINED BENEFIT PLAN | CashBalance | $3.8M | 6 | 2025 | |
| 001 | SIERRA CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.2M | 7 | 2025 |
Retirement plans