AUMdb

Sierra Vista Employee Retirement Plan

Sponsored by Sierra Vista Child And Family Services · EIN 942158023 · Plan #002

Total assets
$13.9M
Net assets
$13.9M
Active participants
229
With balances
269

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $1,310