Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES
EIN 95-4420801Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
42
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 42 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#003
SEQUOIA FINANCIAL SERVICES CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SEQUOIA FINANCIAL SERVICES PROFIT SHARING PLAN
ProfitSharing
Assets$462K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SEQUOIA FINANCIAL SERVICES CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 21 | 2024 | |
| 004 | SEQUOIA FINANCIAL SERVICES PROFIT SHARING PLAN | ProfitSharing | $462K | 21 | 2024 |
Retirement plans