Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIERRA OCEAN, LLC
EIN 87-0912546financial servicesLatest filing 2025
Plans
2
Retirement
2
$829K assets
Welfare
0
Participants
10
521 N WILMA AVENUE STE C - RIPON, CA 95366209-232-7100sierraocean.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $829K assets / 10 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#001
SIERRA OCEAN LLC 401K PROFIT SHARING PLAN
401k
Assets$584K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIERRA OCEAN, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$245K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIERRA OCEAN LLC 401K PROFIT SHARING PLAN | 401k | $584K | 7 | 2025 | |
| 002 | SIERRA OCEAN, LLC CASH BALANCE PENSION PLAN | CashBalance | $245K | 3 | 2025 |
Retirement plans