How big is Sierra Ridge Wealth Management, LLC's plan?

Sierra Ridge Wealth Management, LLC's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20251006135006NAL0006179856001

Sierra Ridge Wealth Management, LLC

Name: Sierra Ridge Wealth Management, LLC — Sierra Ridge, Form 5500 (2024)
Creator: Sierra Ridge Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sierra Ridge Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Sierra Ridge Wealth Management, LLC's Sierra Ridge Wealth Management, LLC 401(k) Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

James Slaughter signed Sierra Ridge Wealth Management, LLC's 2024 Form 5500 as plan administrator.

James Slaughter — 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

Sierra Ridge Wealth Management, LLC's EIN is 82-4208178.

EIN 82-4208178

Plan number 001

Plan year 2024

ACK ID 20251006135006NAL0006179856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sierra Ridge Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sierra Ridge Wealth Management, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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