How big is Sierra Land Group, Inc.'s plan?

Sierra Land Group, Inc.'s plan reported $24.2M in assets and 1,152 participants for 2024.

Original filing (PDF)20250820070900NAL0001503667001

Sierra Land Group, Inc.

Name: Sierra Land Group, Inc. — Sierra Land Group, Inc., Form 5500 (2024)
Creator: Sierra Land Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sierra Land Group, Inc. 401(k) Plan

401(k) retirement plan · Sierra Land Group, Inc.'s Sierra Land Group, Inc. 401(k) Plan held $24.2M in plan assets for 1,152 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

1,152

Accounts w/ balance

447

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

People on this filing

JEAN Moloney signed Sierra Land Group, Inc.'s 2024 Form 5500 as plan administrator.

JEAN Moloney — 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 Land Group, Inc.'s EIN is 95-2555837.

EIN 95-2555837

Plan number 002

Plan year 2024

ACK ID 20250820070900NAL0001503667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sierra Land Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sierra Land Group, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

46 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).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (9th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

SIERRA LAND GROUP, INC.

EIN

all filings

Address

801 N. BRAND BLVD., SUITE 1010 · GLENDALE, CA · 912031239

Phone

(818) 247-3681

Industry

Real Estate

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$9K	—

Investments

46 direct securities· $24.2M(100% of reported assets)

Mutual Funds

$22.4M

39 holdings

Common Collective Trusts

$1.1M

3 holdings

Other securities

$603K

2 holdings

Common Stocks

$62K

1 holding

Self-Directed Brokerage

$10K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$2.8M	11.6%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$1.8M	7.3%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$1.3M	5.4%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	4.8%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	4.4%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$1.0M	4.3%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$1.0M	4.1%
Fidelity OTC Portfolio Mutual Fund	Mutual Funds	—	—	$987K	4.1%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$927K	3.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$862K	3.6%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$813K	3.4%
Fidelity Freedom Income Fund Mutual Fund	Mutual Funds	—	—	$762K	3.2%
Fidelity Value Fund Mutual Fund	Mutual Funds	—	—	$758K	3.1%
Fidelity Investment Grade Bond Fund Mutual Fund	Mutual Funds	—	—	$737K	3.1%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$734K	3.0%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$664K	2.8%
Fidelity Small Cap Discovery Fund Mutual Fund	Mutual Funds	—	—	$583K	2.4%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$539K	2.2%
maturing on various dates through December 2029	Other securities	—	—	$504K	2.1%
Fidelity Equity Dividend Income Fund Mutual Fund	Mutual Funds	—	—	$435K	1.8%
Fidelity Dividend Growth Fund Mutual Fund	Mutual Funds	—	—	$416K	1.7%
Fidelity Growth Strategies Fund Mutual Fund	Mutual Funds	—	—	$378K	1.6%
Fidelity Mid-Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$341K	1.4%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$318K	1.3%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$309K	1.3%
Fidelity High Income Fund Mutual Fund	Mutual Funds	—	—	$265K	1.1%
Fidelity Focused Stock Fund Mutual Fund	Mutual Funds	—	—	$256K	1.1%
Fidelity Large Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$252K	1.0%
Fidelity Real Estate Investment Portfolio Mutual Fund	Mutual Funds	—	—	$235K	1.0%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$223K	0.9%
Fidelity Intermediate Bond Fund Mutual Fund	Mutual Funds	—	—	$219K	0.9%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$215K	0.9%
Fidelity Fund Mutual Fund	Mutual Funds	—	—	$189K	0.8%
Fidelity Short Term Bond Fund Mutual Fund	Mutual Funds	—	—	$132K	0.5%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$129K	0.5%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$118K	0.5%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$118K	0.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$111K	0.5%
Artisan Mid Cap Value Fund Mutual Fund	Other securities	—	—	$99K	0.4%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$98K	0.4%
Various Common stocks	Common Stocks	—	—	$62K	0.3%
Fidelity Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$60K	0.2%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$58K	0.2%
Fidelity Value Strategies Fund Mutual Fund	Mutual Funds	—	—	$55K	0.2%
Fidelity Freedom 2010 Fund Mutual Fund	Mutual Funds	—	—	$35K	0.1%
Participant Self-Directed Accounts Various Money Market Fund	Self-Directed Brokerage	—	—	$10K	<0.1%