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Original filing (PDF)20230309103717NAL0007888531001
SIERRA7, INC.
Form 5500
FILING_RECEIVED
SIERRA7 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIERRA7, INC..
Plan sponsor
Name
SIERRA7, INC.
EIN
27-1269572
Address
3190 FAIRVIEW PARK DRIVE, SUITE 350 · FALLES CHURCH, VA · 22042
Phone
(703) 717-1296
Industry
Professional & Technical Servicessee all
Plan administrator
Name
3(16) FIDUCIARY SERVICES CORPORATION
EIN
45-4813650
City
WOODSTOCK, GA
Phone
(561) 440-2139
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-05-09
Filed
2023-03-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $8K | — |
| 3(16) FIDUCIARY SERVICES CORP. | 45-4813650 | — | RECORDKEEPER | $3K | — |
Investments
27 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR FOCUS EMERGING MAR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 325 | Pooled Separate Account | $0 | — |
| MANNING & NAPIER PRO-MIX MAXIMUM TE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 387 | Pooled Separate Account | $0 | — |
| MANNING & NAPIER PRO-MIX EXTENDED T TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 386 | Pooled Separate Account | $0 | — |
| J P MORGAN EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 579 | Pooled Separate Account | $0 | — |
| BLACKROCK HIGH YIELD BD PRFT RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 754 | Pooled Separate Account | $0 | — |
| MANNING & NAPIER PRO-MIX CONSERVATI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 385 | Pooled Separate Account | $0 | — |
| MANNING & NAPIER PRO-MIX MODERATE T TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 388 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 227 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 262 | Pooled Separate Account | $0 | — |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | $0 | — |
| MAINSTAY MACKAY HIGH YIELD CORPORAT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 347 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | $0 | — |
| LORD ABBETT TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 584 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 228 | Pooled Separate Account | $0 | — |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 608 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | $0 | — |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 580 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL-MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 358 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $0 | — |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $0 | — |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 477 | Pooled Separate Account | $0 | — |
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