SIERRA INVESTMENT PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the SIERRA INVESTMENT PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The SIERRA INVESTMENT PARTNERS, INC. 401(k) on its latest Form 5500
SIERRA INVESTMENT PARTNERS, INC. (EIN 68-0370668) reports SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $18.8M in plan assets across 9 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 INVESTMENT PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the SIERRA INVESTMENT PARTNERS, INC. 401(k)?
SIERRA INVESTMENT PARTNERS, INC.’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 INVESTMENT PARTNERS, INC.HR for the recordkeeper’s name and login.
How to check your SIERRA INVESTMENT PARTNERS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SIERRA INVESTMENT PARTNERS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).