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Original filing (PDF)20230727185717NAL0012690913001
SIERRA AUTOCARS, INC.
Form 5500
FILING_RECEIVED
SIERRA AUTOCARS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIERRA AUTOCARS, INC..
Plan sponsor
Name
SIERRA AUTOCARS, INC.
EIN
95-2478466
Address
P. O. BOX 60 · 1450 S. SHAMROCK AVE. · MONROVIA, CA · 91017
Phone
(626) 359-8291
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KOBAYASHI & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $20K | — |
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | RECORDKEEPER | $12K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBHU/MORGAN STANLEY SMITH BARNEY LL | 13-2896238 | — | BROKER | $0 | — |
Investments
22 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK HIGH YIELD BOND INTL TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| DELAWARE EMERGING MARKETS A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY LOW-PRICED STOCK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP INDEX ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| INVESTCO GLOBAL Y TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD FTSE ALL-WLD ES US IDX ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| JP MORGAN MID CAP GROWTH A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| MFS INTL DIVERSIFICATION R3 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EMERGING MKTS STOCK IDX AD TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| INVESTCO OPPENHEIMER INTL GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| PRUDENTIAL JENNISON GROWTH R FD TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| PRUDENTIAL TOTAL RETURN BOND FD TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTERN-TERM BND INDEX AD TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID CAP INDEX ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL STOCK MKT IDX ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VICTORY RS SMALL CAP GROWTH A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| VICTORY SYCAMORE EST VALUE R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| TRANS STABLE VALUE FOCUS ACCOUNT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| ROYCE OPPENHEIMER SVC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO INCOME A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| PGIM GLOBAL TOTAL RETURN 6 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDEND INCOME A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | $0 | — |
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