LISA Higginbotham signed Sierra Financial Services, Inc. DBA Omni Tax Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sierra Financial Services, Inc. DBA Omni Tax Solutions' EIN is 84-1306818.
Download the official 2024 Form 5500 (PDF) for Sierra Financial Services, Inc. DBA Omni Tax Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sierra Financial Services, Inc. DBA Omni Tax Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $1K | 100.0% |
