Plan Snapshot
- Plan Sponsor: Sierra Oaks Capital INC.
- Sponsor EIN: 923344863
- Sponsor Address: 23 N MAIN ST,, SPRINGFIELD, TN, 37172
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22
- Total Assets: $182,221
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 22 | $182,221 | $0 | $0 |
| 2024 | 18 | $344,124 | $11,107 | $24,916 |
| 2023 | 1 | $537,852 | $984 | $22,500 |