Plan Snapshot
- Plan Sponsor: Sierra Pacific Home & Comfort, INC.
- Sponsor EIN: 680019745
- Sponsor Address: 2550 MERCANTILE DRIVE # D, RANCHO CORDOVA, CA, 95742
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 105 | $3.1M | $28,703 | $384,150 |
| 2023 | 90 | $2.6M | $25,655 | $397,925 |
| 2022 | 100 | $2.3M | $32,509 | $430,859 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING INC | N/A | $11,177 | — | $11,177 |
| AT RETIREMENT SERVICES,LLC | N/A | $8,975 | — | $8,975 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING INC — N/A
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,152
- Estimated Expense Ratio: 0.646% 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 | $20,152 | $11,177 | — | — | — |
| 2023 | $18,064 | $9,589 | — | — | — |
| 2022 | $17,404 | $9,170 | — | — | — |