What public Form 5500 filings show about the Sierra Financial Services, Inc. DBA Omni Tax Solutions 401(k) plan — and how to find and check your own account.
Sierra Financial Services, Inc. DBA Omni Tax Solutions (EIN 84-1306818) reports OMNI TAX SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 64 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sierra Financial Services, Inc. DBA Omni Tax Solutions filing — schedules, fees, and providers.
Sierra Financial Services, Inc. DBA Omni Tax Solutions’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sierra Financial Services, Inc. DBA Omni Tax SolutionsHR for the recordkeeper’s name and login.
