Plan Snapshot
- Plan Sponsor: Sierra Financial Services, INC. Dba Omni Tax Solutions
- Sponsor EIN: 841306818
- Sponsor Address: 11001 W 120TH AVE, BROOMFIELD, CO, 80021
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 84
- Total Assets: $4.3M
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. |
|---|
| 2025 | 84 | $4.3M | $0 | $0 |
| 2024 | 64 | $3.7M | $31,848 | $247,815 |
| 2023 | 65 | $4.0M | $282 | $266,476 |
| 2022 | 86 | $4.0M | $192,164 | $392,363 |