Sierra Development Company's EIN is 88-0089063.
Download the official 2024 Form 5500 (PDF) for Sierra Development Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sierra Development Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETRMNT SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $41K | — |
| CETERA RETIREMENT PLAN SPECIALISTS | 94-2279761 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Hi Inc Tr R6 291 JPMorgan Large Cap Growth R6 | Mutual Funds | — | — | $585K | 19.3% | |
| Blackrock LifePath Index Retirement K | Other securities | — | — | $488K | 16.1% | |
| INVESCO STABLE VALUE TRUST RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 377 | Pooled Separate Account | — | — | $349K | 11.5% | |
| Vanguard Total Intl Stock Index Admiral 897 Vanguard Large Cap Index Adm | Mutual Funds | — | — | $337K | 11.1% | |
| Blackrock LifePath Index 2030 K | Other securities | — | — | $241K | 7.9% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $188K | 6.2% | |
| Blackrock LifePath Index 2050 K | Other securities | — | — | $151K | 5.0% | |
| Blackrock LifePath Index 2040 K | Other securities | — | — | $137K | 4.5% | |
| Blackrock LifePath Index 2035 K | Other securities | — | — | $136K | 4.5% | |
| Lord Abbett Lord Abbett Developing Growth Ret Acct | Mutual Funds | — | — | $123K | 4.0% | |
| Blackrock LifePath Index 2045 K | Other securities | — | — | $83K | 2.7% | |
| PIMCO Low Duration Ret Acct | Mutual Funds | — | — | $61K | 2.0% | |
| Blackrock LifePath Index 2055 K | Other securities | — | — | $47K | 1.5% | |
| Neuberger Berman Neuberger Berman Genesis Ret Acct | Other securities | — | — | $30K | 1.0% | |
| Western Asset Western Asset Core Plus Bond I | Other securities | — | — | $24K | 0.8% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $19K | 0.6% | |
| accounts due at various dates through July * Notes receivable from participants 2027 | Other securities | — | — | $16K | 0.5% | |
| Virtus Ceredex Mid-Cap | Other securities | — | — | $10K | 0.3% | |
| Blackrock LifePath Index 2065 K | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4310632 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRSCPA, PLLC | 59-2482214 | ST. PETERSBURG, FL | CPA | $9K | — |
