How big is HX5 Sierra, LLC's plan?

HX5 Sierra, LLC's plan reported $25.6M in assets and 283 participants for 2024.

Original filing (PDF)20250814141739NAL0009668433001

HX5 Sierra, LLC

Name: HX5 Sierra, LLC — HX5 Sierra, LLC 401(k) Profit, Form 5500 (2024)
Creator: HX5 Sierra, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HX5 Sierra, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · HX5 Sierra, LLC's HX5 Sierra, LLC 401(k) Profit Sharing Plan held $25.6M in plan assets for 283 participants in 2024, with Empower as recordkeeper.

Signals · 1

54% employer stock

Active participants

283

Accounts w/ balance

282

Plan assets (EOY)

$25.6M

Net assets (EOY)

$25.6M

People on this filing

Regenta Gray signed HX5 Sierra, LLC's 2024 Form 5500 as plan administrator.

Regenta Gray — 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

HX5 Sierra, LLC's EIN is 47-1648357.

EIN 47-1648357

Plan number 001

Plan year 2024

ACK ID 20250814141739NAL0009668433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HX5 Sierra, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HX5 Sierra, 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 HX5 SIERRA, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HX5 SIERRA, LLC

EIN

all filings

Address

212 EGLIN PARKWAY SE · FORT WALTON BEACH, FL · 32548

Phone

(850) 362-6551

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	84-0467907	—	NONE	$45K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD, CO	NONE	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

34 direct securities· $25.6M(100% of reported assets)

Common Stocks

$13.8M

21 holdings

Mutual Funds

$6.0M

9 holdings

Common Collective Trusts

$3.6M

2 holdings

Insurance Contracts

$1.6M

1 holding

Bonds / Notes

$478K

1 holding

					% of plan
Great-West Life & Annuity Insurance Company iShares S&P 500 Index K	Common Collective Trusts	—	—	$3.0M	11.7%
Great-West Life & Annuity Insurance Company Loomis Sayles Investment Grade Bond N	Common Stocks	—	—	$2.1M	8.3%
Great-West Life & Annuity Insurance Company American Funds New Economy R6	Mutual Funds	—	—	$2.1M	8.1%
Great-West Life & Annuity Insurance Company iShares MSCI Eafe International Index	Common Stocks	—	—	$1.8M	7.1%
Unallocated Contracts	Insurance Contracts	—	—	$1.6M	6.3%
Great-West Life & Annuity Insurance Company Nuveen Large-Cap Value Indx R6	Mutual Funds	—	—	$1.5M	6.1%
Great-West Life & Annuity Insurance Company iShares Russell Mid-Cap Index K	Common Stocks	—	—	$1.2M	4.7%
Great-West Life & Annuity Insurance Company PIMCO StocksPLUS Intl (USD-Hedged)	Mutual Funds	—	—	$1.2M	4.6%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2055	Common Stocks	—	—	$1.1M	4.5%
Great-West Life & Annuity Insurance Company Seafarer Overseas Gr and Income Instl	Common Stocks	—	—	$819K	3.2%
Great-West Life & Annuity Insurance Company Jhancock Disciplined Value Mid-Cap R6	Common Stocks	—	—	$720K	2.8%
Great-West Life & Annuity Insurance Company iShares Russell 2000 Small-Cap Index K	Common Collective Trusts	—	—	$653K	2.6%
Great-West Life & Annuity Insurance Company BlackRock High Yield Bond Portfolio K	Common Stocks	—	—	$618K	2.4%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2045	Common Stocks	—	—	$576K	2.3%
Great-West Life & Annuity Insurance Company Columbia Contrarian Core Instl 3	Common Stocks	—	—	$555K	2.2%
Great-West Life & Annuity Insurance Company Columbia Small Cap Index Instl 3	Common Stocks	—	—	$535K	2.1%
Great-West Life & Annuity Insurance Company Nuveen Large-Cap Growth Indx R6	Mutual Funds	—	—	$496K	1.9%
Participant loans 4.25-9.95% interest rate	Bonds / Notes	—	—	$478K	1.9%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2040	Common Stocks	—	—	$462K	1.8%
Great-West Life & Annuity Insurance Company iShares U.S. Aggregate Bond Index K	Common Stocks	—	—	$457K	1.8%
Great-West Life & Annuity Insurance Company Goldman Sachs Mid Cap Growth R6	Common Stocks	—	—	$432K	1.7%
Great-West Life & Annuity Insurance Company PIMCO Real Return Instl	Mutual Funds	—	—	$432K	1.7%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2035	Common Stocks	—	—	$420K	1.6%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2030	Common Stocks	—	—	$416K	1.6%
Great-West Life & Annuity Insurance Company Cohen & Steers Real Estate Securities Z	Common Stocks	—	—	$367K	1.4%
Great-West Life & Annuity Insurance Company Neuberger Berman Genesis R6	Common Stocks	—	—	$327K	1.3%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2060	Common Stocks	—	—	$272K	1.1%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index 2050	Common Stocks	—	—	$258K	1.0%
Great-West Life & Annuity Insurance Company Blackrock Lifepath Index Retirement	Common Stocks	—	—	$199K	0.8%
Great-West Life & Annuity Insurance Company American Funds Washington Mutual R6	Mutual Funds	—	—	$146K	0.6%
Great-West Life & Annuity Insurance Company Nuveen Strategic Income R6	Mutual Funds	—	—	$108K	0.4%
Great-West Life & Annuity Insurance Company Goldman Sachs GQG Ptnrs Intl Opps Instl	Common Stocks	—	—	$91K	0.4%
Great-West Life & Annuity Insurance Company Putnam Mortgage Securities R6	Mutual Funds	—	—	$42K	0.2%
Great-West Life & Annuity Insurance Company American Funds American Mutual R6	Mutual Funds	—	—	$28K	0.1%