AUMdb

Sierra Forest Products, Inc 401(k) Plan

Sponsored by Sierra Forest Products, Inc. · EIN 870538846 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
207
With balances
274

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (participants) $1,043
Morningstar Investment Management Investment advisory (participants) $260
Nfp Retirement Inc. Other fees $0
Economic Group Pension Services Other services $0