Sierra Nevada Company, Llc 401(k) Profit Sharing Plan
Sponsored by Sierra Nevada Company, Llc · EIN 880094415 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 4,319
- With balances
- 5,055
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Consulting (general), Other fees | $100,000 |
| Hollandandhartllp | Legal | $98,896 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $73,584 |
| Eide Bailly Llp | Accounting | $28,500 |
| Cac Specialty | Other services | $25,975 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$131,037 |