PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. HX5 Sierra, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

HX5 Sierra, LLC

EIN 47-1648357-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$29.1M assets
Health & Benefits
1
$567K premiums
Participants
564
212 EGLIN PARKWAY SE - FORT WALTON BEACH, FL 32548850-362-6551
Plans on this EIN
2 filings
#001401(k)-$29.1M - 324 part#501Mixed-$567K - 240 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $567K premiums / 240 covered lives

See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HX5 SIERRA, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$29.1M
Participants324
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HX5 SIERRA LLC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$567K
Covered lives240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HX5 SIERRA, LLC 401(K) PROFIT SHARING PLAN401(k)$29.1M3242025
  • HX5 SIERRA, LLC 401(K) PROFIT SHARING PLAN$29.1M
    #001 · 401(k) · 2025324

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HX5 SIERRA LLC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$567K2402025
  • HX5 SIERRA LLC HEALTH AND WELFARE PLAN$567K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica