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SIERRA HEALTH FOUNDATION — SIERRA HEALTH FOUNDATION 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250516051135NAL0046211842001
SIERRA HEALTH FOUNDATION
Form 5500-SF
FILING_RECEIVED
SIERRA HEALTH FOUNDATION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
134
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIERRA HEALTH FOUNDATION
.
Find decision makers
Plan sponsor
Name
SIERRA HEALTH FOUNDATION
EIN
68-0050036
Address
1321 GARDEN HIGHWAY · SACRAMENTO, CA · 958339754
Phone
(916) 285-1914
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
SIERRA HEALTH FOUNDATION
EIN
68-0050036
City
SACRAMENTO, CA
Phone
(916) 285-1914
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
AMERICAN BUS ASSOCIATION, INCORPORATED
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THE BUSINESS COUNCIL OF NEW YORK STATE, INC. 401(K) PROFIT SHARING PLAN
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MINNESOTA CHAMBER OF COMMERCE AND INDUSTRY
MINNESOTA CHAMBER OF COMMERCE AND INDUSTRY SALARY REDUCTION THRIFT SAVINGS PLAN
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JEWISH FEDERATION OF SOUTHERN NEW JERSEY
JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN
$9.7M · 1,603 participants
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CENTER FOR POPULAR DEMOCRACY, INC.
CENTER FOR POPULAR DEMOCRACY INC RETIREMENT PLAN
$9.7M · 98 participants
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HOPEWELL FUND 401(K) PLAN
$9.7M · 100 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
