How big is Sequoia Strategies & Solutions' plan?

Sequoia Strategies & Solutions' plan reported $3.1M in assets and 11 participants for 2025.

Original filing (PDF)20260504085112NAL0003578113001

Sequoia Strategies & Solutions

Name: Sequoia Strategies & Solutions — Sequoia Strategies, Form 5500 (2025)
Creator: Sequoia Strategies & Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Strategies & Solutions 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sequoia Strategies & Solutions' Sequoia Strategies & Solutions 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jay Bobele signed Sequoia Strategies & Solutions' 2025 Form 5500 as plan administrator.

Jay Bobele — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sequoia Strategies & Solutions' EIN is 26-4531051.

EIN 26-4531051

Plan number 001

Plan year 2025

ACK ID 20260504085112NAL0003578113001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sequoia Strategies & Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sequoia Strategies & Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEQUOIA STRATEGIES & SOLUTIONS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SEQUOIA STRATEGIES & SOLUTIONS

EIN

all filings

Address

1907 KILLARNEY DR · WESTMINSTER, MD · 211576581

Phone

(888) 782-8156

Industry

Professional & Technical Services

Plan administrator