Joycie BAHL signed Sierra Circuits, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sierra Circuits, Inc.'s EIN is 77-0120789.
Download the official 2024 Form 5500 (PDF) for Sierra Circuits, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sierra Circuits, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| PRECEPT ADVISORY GROUP, LLC | 31-1746517 | — | INVESTMENT ADVISOR | $29K | — |
| TRUIST INSURANCE HOLDINGS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | — | FRESNO, CA | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $4.8M | 15.4% | |
| American Funds American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $4.3M | 13.9% | |
| American Funds American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $2.7M | 8.9% | |
| American Funds American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $2.6M | 8.4% | |
| American Funds American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $2.3M | 7.5% | |
| Fidelity Investments Fidelity U.S. Bond Index *** 223 * Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 7.4% | |
| Brokerage Securities Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.1M | 6.7% | |
| American Funds American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $1.8M | 5.9% | |
| American Funds American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $1.8M | 5.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.6M | 5.2% | |
| American Funds American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $1.0M | 3.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | Bonds / Notes | — | — | $891K | 2.9% | |
| PIMCO Income Institutional *** 86 American Funds American Funds 2010 Target Date Retirement R6 | Mutual Funds | — | — | $649K | 2.1% | |
| Fidelity Investments Fidelity Blue Chip Growth K | Mutual Funds | — | — | $492K | 1.6% | |
| American Funds American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $434K | 1.4% | |
| American Funds American Funds 2015 Target Date Retirement R6 | Mutual Funds | — | — | $399K | 1.3% | |
| American Funds American Funds 2065 Target Date Retirement R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $140K | 0.5% | |
| Money Funds Interest-Bearing Cash Held in Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $128K | 0.4% | |
| Fidelity Investments Fidelity Money Market Funds - Government Portfolio I | Mutual Funds | — | — | $45K | 0.1% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $38K | 0.1% | |
| American Funds American Funds 2070 Target Date Retirement R6 | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Investments Fidelity Growth Strategies K | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Investments Fidelity Total Bond K6 | Mutual Funds | — | — | $19K | <0.1% | |
| Hood River Capital Management Hood River Small-Cap Growth R | Other securities | — | — | $19K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index *** 138 * Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $5K | <0.1% | |
| JPMorgan Undiscovered Managers Behavioral Value R6 *** 117 American Funds American Funds New World R6 | Mutual Funds | — | — | $3K | <0.1% | |
| MFS International Equity R6 | Mutual Funds | — | — | $2K | <0.1% |
