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Original filing (PDF)20241009181259NAL0018890817001
SEQUOIA CONSULTING GROUP
Form 5500
FILING_RECEIVED
SEQUOIA CONSULTING GROUP 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
227
Accounts w/ balance
254
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUOIA CONSULTING GROUP.
Plan sponsor
Name
SEQUOIA CONSULTING GROUP
EIN
46-1798608
Address
315 S COAST HWY 101 SUITE U58 · ENCINITAS, CA · 92024
Phone
(858) 227-4719
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOCHMAN TORRES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDHAWK WEALTH ADVISORS | — | IRVINE, CA | NONE | $21K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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