How big is The Sierra Fund's plan?

The Sierra Fund's plan reported $718K in assets and 4 participants for 2023.

Original filing (PDF)20240712150519NAL0028719728001

The Sierra Fund

Name: The Sierra Fund — Form 5500 (2023)
Creator: The Sierra Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sierra Fund

403(b) retirement plan · The Sierra Fund held $718K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

JOAN Clayburgh signed The Sierra Fund's 2023 Form 5500 as plan administrator.

JOAN Clayburgh — 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

The Sierra Fund's EIN is 68-0485725.

EIN 68-0485725

Plan number 001

Plan year 2023

ACK ID 20240712150519NAL0028719728001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Sierra Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Sierra Fund's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SIERRA FUND.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE SIERRA FUND

EIN

all filings

Address

204 PROVIDENCE MINE RD STE 214 · NEVADA CITY, CA · 959592954

Phone

(530) 265-8454

Industry

Other Services (ex. Public Admin)

Plan administrator