Retirement plan

SIERRA VISTA PHARMACY 401(K) PLAN

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

SIERRA VISTA PHARMACY, INC.EIN 83-3388785Plan #001PY 2025

650 E. VISALIA - FARMERSVILLE, CA 93223559-594-8602LinkedIn1-10 employeespharmaceuticals

Other plans on this EIN

1 filing

#002Retirement-$789K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$196K

+65.9% from 2024

Total participants

+50.0% from 2024

Average account balance

$32,711

+10.6% from 2024

Annual return

19.91%

+6.13 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$196K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+19.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$2K

$605 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.925%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$32,711

$112,729-71.0%

$98,716-66.9%

$137,256-76.2%

Participation rate

100.0%

74.2%+25.8pp

69.3%+30.7pp

80.0%+20.0pp

Annual return

19.91%

38.48%-18.6pp

31.81%-11.9pp

220.34%-200.4pp

Employer contribution / active EE

$7,988

$2,725+193.1%

$2,279+250.6%

$4,156+92.2%

Participant deferral / active EE

$10,749

$4,640+131.7%

$4,048+165.6%

$6,407+67.8%

Admin fee / account holder

$303

$10,129-97.0%

$8,703-96.5%

$12,270-97.5%

SIERRA VISTA PHARMACY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIERRA VISTA PHARMACY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion