Retirement plan

SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Name: SIERRA INVESTMENT PARTNERS, INC. - SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SIERRA INVESTMENT PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN, SIERRA INVESTMENT PARTNERS, INC.

SIERRA INVESTMENT PARTNERS, INC.EIN 68-0370668Plan #002PY 2025

P.O. BOX 5727 - VACAVILLE, CA 956965727925-941-6300

Other plans on this EIN

1 filing

#003Retirement-$2.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$18.8M

+25.9% from 2024

Total participants

+12.5% from 2024

Average account balance

$2,091,528

+11.9% from 2024

Annual return

21.77%

-11.07 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.82M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$2.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$614K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$68K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$2,091,528

$223,823+834.5%

$211,142+890.6%

$154,746+1251.6%

Participation rate

100.0%

87.9%+12.1pp

87.3%+12.7pp

80.7%+19.3pp

Annual return

21.77%

50.39%-28.6pp

46.84%-25.1pp

172.34%-150.6pp

Employer contribution / active EE

$64,827

$6,787+855.2%

$6,442+906.3%

$4,379+1380.4%

Participant deferral / active EE

$3,344

$9,750-65.7%

$9,284-64.0%

$6,730-50.3%

Admin fee / account holder

$19,707-100.0%

$19,076-100.0%

$14,365-100.0%

SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion