Sierra LOBO, Inc.'s EIN is 34-1759655.
Download the official 2025 Form 5500 (PDF) for Sierra LOBO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sierra LOBO, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | 34-1944384 | — | THIRD PARTY ADMINISTRATO | $405 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Inc Guar Option | Common Stocks | — | — | $10.0M | 16.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $8.7M | 14.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $6.9M | 11.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.4M | 8.8% | |
| Cap Research & Mgmt Am Fds AmerMut R6 | Other securities | — | — | $5.2M | 8.5% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $3.8M | 6.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.6M | 5.8% | |
| Vanguard Mid Cap Index A Dm | Mutual Funds | — | — | $2.8M | 4.6% | |
| Principal Capital Appreciation Sep Acct | Pooled Separate Accounts | — | — | $2.5M | 4.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.5M | 4.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.3M | 3.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.1M | 3.4% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2045 R6 | Other securities | — | — | $1.8M | 2.9% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2030 R6 | Other securities | — | — | $960K | 1.6% | |
| Participants Participant Loans Rates from 5.25% to 10.25% | Bonds / Notes | — | — | $742K | 1.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $605K | 1.0% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2040 R6 | Other securities | — | — | $411K | 0.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $346K | 0.6% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2025 R6 | Other securities | — | — | $341K | 0.6% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2035 R6 | Other securities | — | — | $318K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $317K | 0.5% | |
| PGIM Jennison Small Co R6 | Common Stocks | — | — | $242K | 0.4% | |
| PIMCO Inc Institutional | Mutual Funds | — | — | $227K | 0.4% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2060 R6 | Other securities | — | — | $161K | 0.3% | |
| Dimensional US Targeted Value I | Mutual Funds | — | — | $160K | 0.3% | |
| Blackrock High Yield Bond K | Other securities | — | — | $121K | 0.2% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2055 R6 | Other securities | — | — | $100K | 0.2% | |
| American Century Cent Gbl Rl Est R6 | Other securities | — | — | $77K | 0.1% | |
| Lord Abbett & Co Inf Focsd R6 | Mutual Funds | — | — | $76K | 0.1% | |
| Hartford World Bond R6 | Other securities | — | — | $62K | <0.1% | |
| Dmensional Emerging Markets I | Other securities | — | — | $46K | <0.1% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2065 R6 | Other securities | — | — | $43K | <0.1% | |
| T Rowe Price Em Mkts Corp Bd I | Mutual Funds | — | — | $13K | <0.1% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2050 R6 | Other securities | — | — | $10K | <0.1% | |
| PIMCO CommPLUS Strat Inst | Mutual Funds | — | — | $9K | <0.1% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2070 R6 | Other securities | — | — | $9K | <0.1% | |
| GMO Resources R6 | Other securities | — | — | $7K | <0.1% | |
| Cap Research & Mgmt Am Fds Trgt Dte Rtm 2010 R6 961 Cap Research & Mgmt Am Fds Trgt Dte Rtm 2015 R6 619 Cap Research & Mgmt Am Fds Trgt Dte Rtm 2020 R6 | Other securities | — | — | $2K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |
