# Sierra Financial Services, INC. Dba Omni Tax Solutions 401(k) Plan
Source: https://planprovider.pro/companies/sierra-financial-services-inc-dba-omni-tax-solutions-401k-plan

> Sierra Financial Services, INC. Dba Omni Tax Solutions's 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sierra Financial Services, INC. Dba Omni Tax Solutions

- **Sponsor EIN:** 841306818

- **Sponsor Address:** 10901 W 120TH AVE, BROOMFIELD, CO, 80021

- **Plan Type:** 401(k)

- **Total Participants:** 64

- **Total Assets:** $3.7M

## 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|64|$3.7M|$31,848|$247,815|

| 2023|65|$4.0M|$282|$266,476|

| 2022|86|$4.0M|$192,164|$392,363|

## 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|

| PLANTE & MORAN, PLLC|Auditor|$19,041|—|$19,041|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,041

- **Estimated Expense Ratio:** 0.510% 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|

| 2024|$1,085,782|—|$42,282|—|—|

| 2023|$40,779|$14,678|—|$19,041|—|

| 2022|$30,880|$124|—|—|—|

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