How big is Sierra Global Management, LLC's plan?

Sierra Global Management, LLC's plan reported $848K in assets and 7 participants for 2023.

Original filing (PDF)20240621092022NAL0001560707001

Sierra Global Management, LLC

Name: Sierra Global Management, LLC — Sierra Global, Form 5500 (2023)
Creator: Sierra Global Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sierra Global Management, LLC 401(k) Plan

401(k) retirement plan · Sierra Global Management, LLC's Sierra Global Management, LLC 401(k) Plan held $848K in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

People on this filing

Nick Rice signed Sierra Global Management, LLC's 2023 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sierra Global Management, LLC's EIN is 13-3893888.

EIN 13-3893888

Plan number 002

Plan year 2023

ACK ID 20240621092022NAL0001560707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sierra Global Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sierra Global Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIERRA GLOBAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off