Filings through .
Sponsor portfolio
Sierra Ridge Wealth Management, LLC
EIN 82-4208178Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$85K assets
Welfare
0
Participants
8
915 HIGHLAND POINTE DR., #150 - ROSEVILLE, CA 95678916-891-2557
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIERRA RIDGE WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $85K | 8 | 2025 |
Retirement plans