SIERRA OAK INSURANCE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
20
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score
Top-tier plan health
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. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
74
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIERRA OAK INSURANCE, INC..
Plan sponsor
Name
SIERRA OAK INSURANCE, INC.
EIN
68-0444097
Address
9700 BUSINESS PARK DRIVE, SUITE 104 · SACRAMENTO, CA · 958271717
Phone
(916) 369-8793
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
