Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Sierra Investment Partners, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Sierra Investment Partners, Inc. is named as a service provider on the Schedule C of 53 retirement plans with 100 or more participants for plan year 2024, covering 548,241 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $19.7M. Per plan, the median was $30.52 per participant, with the middle half of plans between $14.00 and $67.97. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (10), Maryland (7) and Pennsylvania (7).
In 2009 it appeared on 37 such filings; in 2024, 54. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $14.00 | $30.52 | $67.97 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.08% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $1.0M |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $1.0M |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $387K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $923K |
| Laborers District Council & Contractors Pension Fund of Ohio | BD of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 30,539 | $2.69B | $234K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $358K |
| Operating Engineers' Local 324 Pension Fund | Joint Board of Trustees Operating Engineers Local 324 | MI | 21,246 | $1.92B | $638K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $491K |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board of Trustees, Operating Engineers Local 324, DC | MI | 20,636 | $248M | $206K |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | OH | 20,036 | $3.74B | $789K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $1.3M |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $2.0M |
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | FL | 13,898 | $193M | $170K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $634K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $296K |
| Wisconsin Laborers' Pension Fund | Trustees of Wisconsin Laborers' Pension Fund | WI | 11,411 | $1.14B | $120K |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board of Trustees, United Food & Commercial Workers Union Local 152 | NJ | 9,885 | $486M | $39K |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $25K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $356K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $515K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $847K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $185K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $503K |
| Hawaii Carpenters Financial Security Fund | Hawaii Carpenters Financial Security Fund | HI | 7,254 | $661M | $9,053 |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | WV | 7,245 | $567M | $84K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $292K |
| Cement Masons Pension Trust Fund for Northern California | Cement Masons Pension Trust Fund for N.cal | CA | 5,984 | $775M | $195K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $195K |
| Sheet Metal Workers' Local 10 Pension Fund | Trustees of Sheet Metal Workers' Local 10 Pension Fund | MN | 5,408 | $406M | $8,183 |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $116K |
| Sheet Metal Local 10 Supplemental Retirement Fund | Trustees of Sheet Metal Local 10 Supplemental Retirement Fund | MN | 4,801 | $573M | $11K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $330K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $137K |
| No Calif Glaziers, Architectural Metal and Glassworkers Pension Plan | Board of Trustees, No. Calif. Glaziers Architectural Metal & Glas | CA | 4,278 | $547M | $873K |
| Hawaii Masons and Plasterers Annuity Plan | Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund | HI | 4,137 | $126M | $99K |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | HI | 3,867 | $437M | $477K |
| Resilient Floor Covering Pension Fund | Bot of Resilient Floor Covering Pension Fund | CA | 3,809 | $417M | $374K |
| Hawaii Annuity Trust Fund for Operating Engineers | Board of Trustees, Hawaii Operating Engineers | CA | 3,728 | $177M | $125K |
| Operating Engineers Local No 37 Severance & Annuity Fund | BRD of Trustees Oe 37 S&a Fund | MD | 3,496 | $83.0M | $14K |
| Hawaii Electricians Pension Plan | Hawaii Electricians Pension Plan | HI | 3,451 | $366M | $417K |
Questions and answers
How many plans does Sierra Investment Partners, Inc. serve?
53 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Sierra Investment Partners, Inc.?
The median plan reported $30.52 per participant in direct and indirect compensation (53 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (47 plans), Investment advisory (plan) (1 plans), Accounting (including auditing) (1 plans) and Other services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.