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Original filing (PDF)20251219161835NAL0006553009001
SIERRA CIRCUITS, INC.
Form 5500
FILING_RECEIVED
SIERRA CIRCUITS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 mo6 service providers
Active participants
417
Accounts w/ balance
548
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
96
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIERRA CIRCUITS, INC..
Plan sponsor
Name
SIERRA CIRCUITS, INC.
EIN
77-0120789
Address
1098 WEST EVELYN AVE., #108 · SUNNYVALE, CA · 94086
Phone
(408) 735-7137
Industry
Manufacturingsee all
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
2025-12-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP, LLC | 31-1746517 | — | INVESTMENT ADVISOR | $29K | — |
| TRUIST INSURANCE HOLDINGS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | — | FRESNO, CA | CONTRACT ADMIN | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $16K | — |
Investments
29 direct securities · 1 pooled fund· $31.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.9M
29 holdings
Common Collective Trust
$199K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement R6 | — | — | — | $4.8M | 15.4% | |
| American Funds American Funds 2040 Target Date Retirement R6 | — | — | — | $4.3M | 13.9% | |
| American Funds American Funds 2045 Target Date Retirement R6 | — | — | — | $2.7M | 8.9% | |
| American Funds American Funds 2030 Target Date Retirement R6 | — | — | — | $2.6M | 8.4% | |
| American Funds American Funds 2050 Target Date Retirement R6 | — | — | — | $2.3M | 7.5% | |
| Fidelity Investments Fidelity U.S. Bond Index *** 223 * Fidelity Investments Fidelity 500 Index | — | — | — | $2.3M | 7.4% | |
| Brokerage Securities Participant-Directed Brokerage Accounts | — | — | — | $2.1M | 6.7% | |
| American Funds American Funds 2025 Target Date Retirement R6 | — | — | — | $1.8M | 5.9% | |
| American Funds American Funds 2020 Target Date Retirement R6 | — | — | — | $1.8M | 5.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $1.6M | 5.2% | |
| American Funds American Funds 2055 Target Date Retirement R6 | — | — | — | $1.0M | 3.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | — | — | — | $891K | 2.9% | |
| PIMCO Income Institutional *** 86 American Funds American Funds 2010 Target Date Retirement R6 | — | — | — | $649K | 2.1% | |
| Fidelity Investments Fidelity Blue Chip Growth K | — | — | — | $492K | 1.6% | |
| American Funds American Funds 2060 Target Date Retirement R6 | — | — | — | $434K | 1.4% | |
| American Funds American Funds 2015 Target Date Retirement R6 | — | — | — | $399K | 1.3% | |
| American Funds American Funds 2065 Target Date Retirement R6 | — | — | — | $204K | 0.7% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $199K | 0.6% | |
| Fidelity Investments Fidelity Government Money Market Fund K6 | — | — | — | $140K | 0.5% | |
| Money Funds Interest-Bearing Cash Held in Participant-Directed Brokerage Accounts | — | — | — | $128K | 0.4% | |
| Fidelity Investments Fidelity Money Market Funds - Government Portfolio I | — | — | — | $45K | 0.1% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund Class R6 | — | — | — | $38K | 0.1% | |
| American Funds American Funds 2070 Target Date Retirement R6 | — | — | — | $30K | <0.1% | |
| Fidelity Investments Fidelity Growth Strategies K | — | — | — | $20K | <0.1% | |
| Fidelity Investments Fidelity Total Bond K6 | — | — | — | $19K | <0.1% | |
| Hood River Capital Management Hood River Small-Cap Growth R | — | — | — | $19K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $12K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index *** 138 * Fidelity Investments Fidelity International Index | — | — | — | $5K | <0.1% | |
| JPMorgan Undiscovered Managers Behavioral Value R6 *** 117 American Funds American Funds New World R6 | — | — | — | $3K | <0.1% | |
| MFS International Equity R6 | — | — | — | $2K | <0.1% |
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