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Original filing (PDF)20251008164326NAL0006148209001
SEQUOYAH ELECTRIC, LLC
Form 5500
FILING_RECEIVED
SEQUOYAH ELECTRIC 401(K) PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
147
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 112% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUOYAH ELECTRIC, LLC.
Plan sponsor
Name
SEQUOYAH ELECTRIC, LLC
EIN
47-0898645
Address
15135 NE 92ND ST · REDMOND, WA · 98052
Phone
(206) 240-5905
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HELLAM VARON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON JONES LLC | — | SEATTLE, WA | INVESTMENT ADVISOR | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
27 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Mutual fund N/A | — | — | — | $2.4M | 13.8% | |
| Vanguard Target Retirement 2050 Inv Mutual fund N/A | — | — | — | $2.2M | 12.6% | |
| Vanguard Target Retirement 2035 Inv Mutual fund N/A | — | — | — | $1.9M | 11.2% | |
| Fidelity Total Market Index Mutual fund N/A | — | — | — | $1.3M | 7.5% | |
| Vanguard Total Bond Market Index Mutual fund N/A | — | — | — | $1.2M | 6.6% | |
| Vanguard Target Retirement 2020 Inv Mutual fund N/A | — | — | — | $1.0M | 6.0% | |
| DFA US Core Equity 1 I Mutual fund N/A | — | — | — | $882K | 5.1% | |
| Vanguard Target Retirement 2040 Inv Mutual fund N/A | — | — | — | $802K | 4.6% | |
| DFA U.S. Core Equity 2 I Mutual fund N/A | — | — | — | $694K | 4.0% | |
| Key Guaranteed Portfolio Fund Group annuity contract N/A | — | — | — | $614K | 3.5% | |
| Vanguard Target Retirement 2030 Inv Mutual fund N/A | — | — | — | $523K | 3.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund N/A | — | — | — | $513K | 3.0% | |
| DFA International Core Equity I Mutual fund N/A | — | — | — | $401K | 2.3% | |
| Vanguard Target Retirement 2055 Inv Mutual fund N/A | — | — | — | $351K | 2.0% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | — | — | — | $330K | 1.9% | |
| Vanguard Target Retirement 2060 Inv Mutual fund N/A | — | — | — | $326K | 1.9% | |
| Vanguard Developed Markets Index Mutual fund N/A | — | — | — | $322K | 1.9% | |
| PIMCO Income Instl Mutual fund N/A | — | — | — | $252K | 1.5% | |
| DFA Emerging Markets Core Equity I Mutual fund N/A | — | — | — | $237K | 1.4% | |
| Participant Loans Interest rates 4.25% to 9.50%; -0- | — | — | — | $202K | 1.2% | |
| DFA Global Real Estate Securities Mutual fund N/A | — | — | — | $196K | 1.1% | |
| party maturity value Cost value Vanguard Target Retirement Income Inv Mutual fund N/A | — | — | — | $178K | 1.0% | |
| PIMCO High Yield Instl Mutual fund N/A | — | — | — | $165K | 1.0% | |
| Fidelity Floating Rate High Income Mutual fund N/A | — | — | — | $98K | 0.6% | |
| Nuveen Preferred Securities & Income Mutual fund N/A | — | — | — | $97K | 0.6% | |
| DFA Global Equity I Mutual fund N/A | — | — | — | $87K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual fund N/A | — | — | — | $71K | 0.4% |
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