Plan Snapshot
- Plan Sponsor: Sierra Asset Management, INC.
- Sponsor EIN: 203139024
- Sponsor Address: 3101 ZINFANDEL DRIVE, STE. 220, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $3.3M | $70,536 | $165,106 |
| 2023 | 10 | $2.8M | $61,149 | $153,039 |
| 2022 | 8 | $2.3M | $25,853 | $147,347 |