Plan Snapshot
- Plan Sponsor: Sierra Mountain Mortgage, INC.
- Sponsor EIN: 941343043
- Sponsor Address: 10098 JIBBOOM STREET, SUITE 201, TRUCKEE, CA, 96161
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 2
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $3.1M | $0 | $0 |
| 2024 | 2 | $3.0M | $16,250 | $27,600 |
| 2023 | 2 | $2.9M | $8,975 | $27,450 |
| 2022 | 2 | $2.7M | $14,475 | $29,700 |