Sierra Investments — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sierra Investments is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $343,924 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$343,924
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$343,924
Filings
2
Plan sponsors
2
Plans
2
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Sierra Investments
SponsorStatePlansReported compensation
Cement Masons Pension Trust Fund For N.CalCA1$197,621
Board Of Trustees, Hawaii Operating EngineersCA1$146,303

State footprint

Plans reporting Sierra Investments are sponsored in CA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cement Masons Pension Trust Fund For N.CalCement Masons Pension Trust Fund For Northern California2023$197,621not reported in the loaded dataset
Board Of Trustees, Hawaii Operating EngineersHawaii Annuity Trust Fund For Operating Engineers2023$146,303not reported in the loaded dataset

Related Form 5500 pages