Plan Snapshot
- Plan Sponsor: Sierra-Cedar Companies, LLC
- Sponsor EIN: 851055558
- Sponsor Address: 1255 ALDERMAN DRIVE, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 226
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 226 | $2.5M | $0 | $0 |
| 2024 | 234 | $4.0M | $584,623 | $2.0M |
| 2023 | 227 | $4.7M | $785,835 | $2.0M |
| 2022 | 239 | $5.1M | $799,555 | $2.2M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $166,863 | — | $166,863 |
| HEALTH & CARE MEDICAL, P.C. | Other Service Provider | $6,287 | — | $6,287 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,150
- Estimated Expense Ratio: 6.990% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $3,993,475 | — | $173,150 | — | — |
| 2024 | $194,228 | — | $194,228 | — | — |
| 2023 | $265,725 | — | $265,725 | — | — |
| 2022 | $229,385 | — | $229,385 | — | — |