How big is Sierra Air Conditioning's plan?

Sierra Air Conditioning's plan reported $4.0M in assets and 272 participants for 2023.

Original filing (PDF)20240409083735NAL0024183905001

Sierra Air Conditioning

Name: Sierra Air Conditioning — Sierra Air Conditioning, Form 5500 (2023)
Creator: Sierra Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sierra Air Conditioning Retirement Savings Plan

401(k) retirement plan · Sierra Air Conditioning's Sierra Air Conditioning Retirement Savings Plan held $4.0M in plan assets for 272 participants in 2023.

Signals · 1

No auditor on file

Active participants

272

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Debra Higgins signed Sierra Air Conditioning's 2023 Form 5500 as plan administrator.

Debra Higgins — 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 Air Conditioning's EIN is 88-0260898.

EIN 88-0260898

Plan number 001

Plan year 2023

ACK ID 20240409083735NAL0024183905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sierra Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score