Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.9M assets / 43 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TIERRA WEST CASH BALANCE PLAN | Cash balance | $2.3M | 18 | 2025 |
| #002 | TIERRA WEST, LLC 401(K) PLAN | 401(k) | $609K | 25 | 2025 |