Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEQUOIA GROUP CPAS A PROFESSIONAL CORP
EIN 27-3262820accountingLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
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 GROUP CPAS A PROFESSIONAL CORP 401K
401k
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEQUOIA GROUP, CPAS, A PROFESSIONAL CORP. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEQUOIA GROUP CPAS A PROFESSIONAL CORP 401K | 401k | $1.4M | 6 | 2025 | |
| 002 | SEQUOIA GROUP, CPAS, A PROFESSIONAL CORP. CASH BALANCE PLAN | CashBalance | $1.2M | 4 | 2024 |
Retirement plans