Plan Snapshot
- Plan Sponsor: Sierra Club
- Sponsor EIN: 941153307
- Sponsor Address: 2101 WEBSTER ST., SUITE 1300, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 43 | $9.2M | $234,215 | $408,961 |
| 2023 | 59 | $8.3M | $253,064 | $518,160 |
| 2022 | 100 | $6.8M | $380,731 | $685,558 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
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 | -$4,466 | $1,008 | — | — | — |
| 2023 | -$3,700 | $747 | — | — | — |
| 2022 | $12,346 | $936 | — | — | — |