How big is Sierra Pacific Wealth Advisory Group's plan?

Sierra Pacific Wealth Advisory Group's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251013154019NAL0003411522001

Sierra Pacific Wealth Advisory Group

Name: Sierra Pacific Wealth Advisory Group — Sierra Pacifi, Form 5500 (2024)
Creator: Sierra Pacific Wealth Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sierra Pacific Wealth Advisory Group 401(k) Plan

401(k) retirement plan · Sierra Pacific Wealth Advisory Group's Sierra Pacific Wealth Advisory Group 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Sierra Pacific Wealth Advisory Group's EIN is 86-1492281.

EIN 86-1492281

Plan number 001

Plan year 2024

ACK ID 20251013154019NAL0003411522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sierra Pacific Wealth Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sierra Pacific Wealth Advisory Group's plan includes 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 PACIFIC WEALTH ADVISORY GROUP.

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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