Jackie Ross signed The Sierra Company LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Sierra Company LLC's EIN is 41-1232715.
Download the official 2023 Form 5500 (PDF) for The Sierra Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Sierra Company LLC's plan includes profit-sharing, 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 | — | CONTRACT ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 46-3329350 | — | INVESTMENT ADVISORY | $12K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.0M | 16.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.0M | 16.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $870K | 14.2% | |
| CIT MetLife GAC-25157 Class 0 Common Collective Trust N/R | Common Collective Trusts | — | — | $605K | 9.9% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $605K | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $493K | 8.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $484K | 7.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $292K | 4.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $291K | 4.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $222K | 3.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $203K | 3.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $160K | 2.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $105K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $72K | 1.2% | |
| American Funds New Mutual Fund N/R | Mutual Funds | — | — | $66K | 1.1% | |
| Guaranty Option Participant Loans * Participant Loans Maturities, varying from 0-5 years, $0 | Participant loans | — | — | $51K | 0.8% | |
| Perspective R6 American Century Small Cap Mutual Fund N/R | Other securities | — | — | $46K | 0.8% | |
| Growth Fund R6 Putnam Large Cap Value R6 Mutual Fund N/R | Mutual Funds | — | — | $28K | 0.5% | |
| * Principal Fixed Income Guaranteed Investment Contract N/R | Guaranteed Income / GIC | — | — | $22K | 0.4% | |
| Franklin DynaTech R6 Mutual Fund N/R | Mutual Funds | — | — | $15K | 0.3% | |
| Allspring Special Mid Cap Value Mutual Fund N/R | Other securities | — | — | $14K | 0.2% | |
| R6 MFS International Growth R6 Mutual Fund N/R | Mutual Funds | — | — | $9K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Fund JPMorgan Mid Cap Growth R6 Mutual Fund N/R | Other securities | — | — | $5K | <0.1% | |
| PGIM High Yield R6 Mutual Fund N/R | Other securities | — | — | $4K | <0.1% | |
| Separate Account * Mid Cap S&P 400 Index Pooled Separate Accounts N/R | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PGIM Total Return Bond R6 Mutual Fund N/R | Other securities | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| METLIFE REL SV SER 25157 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
