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Sponsor portfolio

SEQUOIA MEDICAL SERVICES, LP

EIN 26-1529838-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
97
1116 CHINOWTH STREET - VISALIA, CA 93291559-732-7946LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$5.5M - 51 part#002CashBalance-$1.3M - 46 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • SERVICES, LP 401(K) (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LP 401(K) (#001)51
  • CASH BALANCE PLAN (#002)46
Total 97Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SEQUOIA MEDICAL SERVICES, LP 401(K) PLAN

401k

Assets$5.5M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEQUOIA MEDICAL SERVICES, LP CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEQUOIA MEDICAL SERVICES, LP 401(K) PLAN401k$5.5M512024
002SEQUOIA MEDICAL SERVICES, LP CASH BALANCE PLANCashBalance$1.3M462024
Retirement plans
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