Original filing (PDF)20251015150706NAL0005243505001

SIERRA VISTA CHILD AND FAMILY SERVICES

Name: SIERRA VISTA CHILD AND FAMILY SERVICES — SIERRA VISTA EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: SIERRA VISTA CHILD AND FAMILY SERVICES

Form 5500

FILING_RECEIVED

SIERRA VISTA EMPLOYEE RETIREMENT PLAN

403(b) retirement plan

Signals · 2

37% in single holdingCorrective distributions issued

Active participants

229

Accounts w/ balance

269

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIERRA VISTA CHILD AND FAMILY SERVICES.

Plan sponsor

Name

SIERRA VISTA CHILD AND FAMILY SERVICES

EIN

94-2158023

Address

1600 N. CARPENTER ROAD, BLDG B · MODESTO, CA · 95351

Phone

(209) 523-4573

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HARRINGTON GROUP, CPA'S, LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$1K	—

Investments

39 direct securities· $13.5M(97% of reported assets)

					% of plan
The Lincoln National Life Insurance Company	Other securities	—	—	$5.1M	36.9%
American Funds	Other securities	—	—	$2.6M	18.4%
The Lincoln National Life Insurance Company	Other securities	—	—	$1.2M	8.6%
The Lincoln National Life Insurance Company	Other securities	—	—	$991K	7.1%
American Funds	Other securities	—	—	$512K	3.7%
The Lincoln National Life Insurance Company	Other securities	—	—	$482K	3.5%
The Lincoln National Life Insurance Company	Other securities	—	—	$357K	2.6%
The Lincoln National Life Insurance Company	Other securities	—	—	$284K	2.0%
The Lincoln National Life Insurance Company	Other securities	—	—	$251K	1.8%
The Lincoln National Life Insurance Company	Other securities	—	—	$236K	1.7%
The Lincoln National Life Insurance Company	Other securities	—	—	$182K	1.3%
The Lincoln National Life Insurance Company	Other securities	—	—	$171K	1.2%
The Lincoln National Life Insurance Company	Other securities	—	—	$160K	1.2%
Notes Receivable from Participants	Other securities	—	—	$154K	1.1%
The Lincoln National Life Insurance Company	Other securities	—	—	$133K	1.0%
American Funds	Other securities	—	—	$101K	0.7%
The Lincoln National Life Insurance Company	Other securities	—	—	$88K	0.6%
Fidelity Investments	Other securities	—	—	$67K	0.5%
The Lincoln National Life Insurance Company	Other securities	—	—	$55K	0.4%
MFS Investment Management	Other securities	—	—	$48K	0.3%
Fidelity Investments	Other securities	—	—	$47K	0.3%
The Lincoln National Life Insurance Company	Other securities	—	—	$44K	0.3%
The Lincoln National Life Insurance Company	Other securities	—	—	$42K	0.3%
The Lincoln National Life Insurance Company	Other securities	—	—	$37K	0.3%
BlackRock	Other securities	—	—	$33K	0.2%
The Lincoln National Life Insurance Company	Other securities	—	—	$24K	0.2%
Delaware Funds by Macquarie	Other securities	—	—	$23K	0.2%
The Lincoln National Life Insurance Company	Other securities	—	—	$22K	0.2%
The Lincoln National Life Insurance Company	Other securities	—	—	$20K	0.1%
Fidelity Investments	Other securities	—	—	$19K	0.1%
The Lincoln National Life Insurance Company	Other securities	—	—	$15K	0.1%
Fidelity Investments	Other securities	—	—	$13K	<0.1%
The Lincoln National Life Insurance Company	Other securities	—	—	$9K	<0.1%
Fidelity Investments	Other securities	—	—	$9K	<0.1%
American Funds	Other securities	—	—	$7K	<0.1%
Fidelity Investments	Other securities	—	—	$4K	<0.1%
The Lincoln National Life Insurance Company	Other securities	—	—	$4K	<0.1%
The Lincoln National Life Insurance Company	Other securities	—	—	$4K	<0.1%
Fidelity Investments	Other securities	—	—	$182	<0.1%