PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SEQUOIA EDUCATION SYSTEMS, INC.
Sponsor portfolio

SEQUOIA EDUCATION SYSTEMS, INC.

EIN 32-0220872-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
2123 OLD SPARTANBURG ROAD, #34 - GREER, SC 29650864-905-7605
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 4 part#001401k-$425K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • MEDICINE UNIVERSITY 401(K) (#001)29%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICINE UNIVERSITY 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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#002

SEQUOIA EDUCATION SYSTEMS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FUNCTIONAL MEDICINE UNIVERSITY 401(K) PLAN

401k

Assets$425K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SEQUOIA EDUCATION SYSTEMS, INC. CASH BALANCE PLANCashBalance$1.0M42024
001FUNCTIONAL MEDICINE UNIVERSITY 401(K) PLAN401k$425K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica