How big is Sequoia Wealth Partners, LLC's plan?

Sequoia Wealth Partners, LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20251003072441NAL0002856882001

Sequoia Wealth Partners, LLC

Name: Sequoia Wealth Partners, LLC — Sequoia Wealth, Form 5500 (2024)
Creator: Sequoia Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Wealth Partners, LLC Safe Harbor 401(k) and Profit Sharing Plan

401(k) retirement plan · Sequoia Wealth Partners, LLC's Sequoia Wealth Partners, LLC Safe Harbor 401(k) and Profit Sharing Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sequoia Wealth Partners, LLC's EIN is 27-4648396.

EIN 27-4648396

Plan number 001

Plan year 2024

ACK ID 20251003072441NAL0002856882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sequoia Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sequoia Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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