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SEQUOIA WEALTH ADVISORS

EIN 45-1960382-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
6
99 ALMADEN BOULEVARD, SUITE 925 - SAN JOSE, CA 95113408-645-2500sequoiawa.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.5M - 6 part

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Retirement#001

SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST

401k

Assets$3.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST401k$3.5M62025
Retirement plans
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