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SIERRA CASCADE FAMILY OPPORTUNITIES — SIERRA CASCADE FAMILY OPPORTUNITIES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251119082210NAL0002031603001
SIERRA CASCADE FAMILY OPPORTUNITIES
Form 5500-SF
FILING_RECEIVED
SIERRA CASCADE FAMILY OPPORTUNITIES 403(B) PLAN
403(b) retirement plan
Active participants
93
Accounts w/ balance
61
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
100
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 CASCADE FAMILY OPPORTUNITIES
.
Find decision makers
Plan sponsor
Name
SIERRA CASCADE FAMILY OPPORTUNITIES
EIN
68-0178607
Address
424 N MILL CREEK RD. · QUINCY, CA · 95971
Phone
(530) 283-1242
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
66% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$88.3B
