Filings through Sep 24, 2026.

Retirement plan

Sierra Management and Technologies, Inc. 401(k) Plan

Name: SIERRA MANAGEMENT AND TECHNOLOGIES, INC. - SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN (2024) Form 5500
Creator: SIERRA MANAGEMENT AND TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN, SIERRA MANAGEMENT AND TECHNOLOGIES, INC.

Sierra Management and Technologies, Inc.EIN 52-1651979Plan #001PY 2024

45310 ABELL HOUSE LANE, SUITE 360 - CALIFORNIA, MD 20619301-737-3000sierramgt.comLinkedIn51-200 employeesdefense & space

Prospect flagsHigh feesLow participationPossible retail share class: $1.0MFew collective trustsFund lineup: 15 funds, $13.6M

How to read this page

Total assets (EOY)

$13.7M

+15.0% from 2023

Total participants

164

+7.9% from 2023

Average account balance

$107,587

+11.4% from 2023

Annual return

17.58%

+1.46 pp from 2023

Benchmarks

See 6,297 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,297 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346	Recordkeeping	$54,732
COASTAL PENSION SERVICES10+ years Service code 13 · EIN 52-1053785 7230 LEE DEFOREST DRIVE, STE. 102 · COLUMBIA, MD 21042	Contract Administrator	$8,329

Fund lineup

CSV with Pro

15 funds of $250K or more; 17 lines in all, holding $13.6M of the plan's $13.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds82%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series69%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages	Vanguard	Mutual fund	$9.3M	68.9%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.3M	9.5%
Interest in registered investment companies: American Funds Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$1.0M	7.6%
JH Stable Value Guaranteed Inc John Hancock (Manulife) · Insurance contract Recordkeeper's own fund	John Hancock (Manulife)	Insurance contract	$482K	3.5%
Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$319K	2.4%
Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$282K	2.1%
U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund	Dimensional	Mutual fund	$273K	2.0%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$166K	1.2%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$164K	1.2%
DFA US Targeted Value Prt 1 Dimensional · Mutual fund	Dimensional	Mutual fund	$52K	0.4%

See the other 7 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$69K

$642 / participant

Contract admin$69K100.0%

% of EOY assets

0.503%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: JONES MARESCA & MCELWANEY
Auditor EIN: 521853933
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Filed as: JOHN HANCOCK RETIREMENT SERVICES

Service code 15 · EIN 01-0233346

Recordkeeping

$54,732

COASTAL PENSION SERVICES10+ years

Service code 13 · EIN 52-1053785

7230 LEE DEFOREST DRIVE, STE. 102 · COLUMBIA, MD 21042

Contract Administrator

$8,329

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 9 vintages

$9.3M

68.9%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.3M

9.5%

Interest in registered investment companies: American Funds

Capital Group · Mutual fund

Possible retail class A

$1.0M

7.6%

JH Stable Value Guaranteed Inc

John Hancock (Manulife) · Insurance contract

Recordkeeper's own fund

$482K

3.5%

Vanguard Explorer Fund Admiral Shares

Vanguard · Mutual fund

$319K

2.4%

Fidelity Extended Market Index Fund

Fidelity (FMR) · Mutual fund

Index

$282K

2.1%

U.S. Large Cap Value Portfolio - Institutional Class

Dimensional · Mutual fund

$273K

2.0%

Eupac Fund Class R-6

Capital Group · Mutual fund

$166K

1.2%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Mutual fund

Index

$164K

1.2%

DFA US Targeted Value Prt 1

Dimensional · Mutual fund

$52K

0.4%

Sierra Management and Technologies, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Sierra Management and Technologies, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion