# Sierra Nevada Brewing Co. 401(k) Plan
Source: https://planprovider.pro/companies/sierra-nevada-brewing-co-401k-plan

> Sierra Nevada Brewing Co.'s 401(k) plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sierra Nevada Brewing Co.

- **Sponsor EIN:** 680025654

- **Sponsor Address:** 1075 E. 20TH. STREET, CHICO, CA, 95928

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

- **Total Participants:** 1,109

- **Total Assets:** $226.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|1,109|$226.1M|$6.2M|$7.8M|

| 2023|1,031|$193.6M|$6.1M|$7.4M|

| 2022|1,066|$157.0M|$5.3M|$7.1M|

## 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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$31,177|—|$31,177|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,297|—|$29,297|

| COLTON GROOME FINANCIAL ADVISORS|INVESTMENT ADVISOR|$18,000|—|$18,000|

| KCOE ISOM, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COLTON GROOME FINANCIAL ADVISORS](https://planprovider.pro/provider/colton-groome-financial-advisors-llc) — INVESTMENT ADVISOR

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,474

- **Estimated Expense Ratio:** 0.035% 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|$77,123|$49,177|—|—|—|

| 2023|$154,642|$86,269|—|—|—|

| 2022|$167,612|—|—|—|—|

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- [The Lagunitas Brewing Company](https://planprovider.pro/companies/the-lagunitas-brewing-company-401k-plan) — 379 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sierra-nevada-brewing-co-401k-plan)

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