Plan Snapshot
- Plan Sponsor: Sierra Bravo Corporation
- Sponsor EIN: 470962781
- Sponsor Address: 7700 FRANCE AVE, EDINA, MN, 55435
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $41.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 139 | $41.2M | $719,746 | $2.0M |
| 2023 | 147 | $37.9M | $752,221 | $2.1M |
| 2022 | 184 | $32.4M | $843,768 | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THORESEN DIABY HELLE CONDON & DODGE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $64,255 | $36,225 | — | — | — |
| 2023 | $72,125 | $45,617 | $300 | — | — |
| 2022 | $81,063 | $6,110 | — | — | — |