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Sierra Vista Home Services (Sample)

EIN 00-0001241 · Scottsdale, AZ 85004
Sierra Vista Home Services (Sample) 401(K) Plan · 401(k)
5.6×
more likely to switch
81 transition score · High tier

Why it scored

  • Advisor potentially approaching retirement: The sample advisor may be nearing a succession decision. Confirm the relationship before reaching out.

Decision maker

Sample Plan Administrator
Plan administrator on the filing

Plan facts (latest Form 5500)

Total assets$5,100,000
Participants67
RecordkeeperSample Retirement Services
TPASample Plan Administration
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The transition score, multiplier, and live signals on this page are Change Predictor data. The Report Card shows the plan's quality benchmarks — the two products score different things.