Assets by plan
Share of aggregate retirement assets
Filings through .
Sierra Investment Partners, Inc.
EIN 68-0370668Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$21.6M assets
Health & Benefits
0
Participants
18
P.O. BOX 5727 - VACAVILLE, CA 956965727925-941-6300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.6M assets / 18 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$18.8M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SIERRA INVESTMENT PARTNERS, INC. CASH BALANCE PLAN
Cash balance
Assets$2.8M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $18.8M | 9 | 2025 |
| #003 | SIERRA INVESTMENT PARTNERS, INC. CASH BALANCE PLAN | Cash balance | $2.8M | 9 | 2025 |
- #002 · 401(k) · 20259
- #003 · Cash balance · 20259
Retirement plans