# Sierra Lobo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sierra-lobo-inc-401k-plan

> Sierra Lobo, INC.'s 401(k) plan: 529 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sierra Lobo, INC.

- **Sponsor EIN:** 341759655

- **Sponsor Address:** 11401 HOOVER ROAD, MILAN, OH, 44846

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

- **Total Participants:** 529

- **Total Assets:** $48.6M

## 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|529|$48.6M|$998,822|$3.8M|

| 2023|538|$43.3M|$972,711|$3.7M|

| 2022|431|$38.0M|$742,236|$2.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|RECORDKEEPER|$127,986|—|$127,986|

| OSAIC WEALTH, INC.|INVESTMENT ADVISORY|—|$72,750|$72,750|

| PENSION INNOVATIONS & CONSULTING|THIRD PARTY ADMINISTRATO|$90|$10,005|$10,095|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $210,831

- **Estimated Expense Ratio:** 0.434% 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|$128,076|—|$128,076|—|—|

| 2023|$76,861|$42,465|$34,396|—|—|

| 2022|$560|—|—|—|—|

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