Sierra Retirement Plan
Sponsored by Drs Advanced Isr, Llc · EIN 271421315 · Plan #022
- Total assets
- $1.2M
- Net assets
- $1.1M
- Active participants
- 4
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $150,629 |
| Rubin Brown Llp | Accounting, Direct payment from the plan | $25,900 |
| Degann Consulting, Llc | Consulting (general), Direct payment from the plan | $7,547 |
| Bank Of New York Mellon | Custodial (other), Trustee (institutional), Direct payment from the plan | $5,482 |