Plan Snapshot
- Plan Sponsor: Sierrathermal, INC.
- Sponsor EIN: 770328679
- Sponsor Address: 200 WESTRIDGE DRIVE, WATSONVILLE, CA, 95076
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $11.4M
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 | 120 | $11.4M | $0 | $489,808 |
| 2023 | 104 | $9.8M | $0 | $456,314 |
| 2022 | 93 | $8.0M | $0 | $408,549 |
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 |
|---|---|---|---|---|
| AUDIT & TAX SOLUTIONS, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT & TAX SOLUTIONS, CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,595 | — | $2,395 | — | — |
| 2023 | $2,380 | — | — | — | — |
| 2022 | $1,460 | — | — | — | — |