How big is Fiduciary Wise LLC FBO Sequoia Trusted Advisors' plan?

Fiduciary Wise LLC FBO Sequoia Trusted Advisors' plan reported $401K in assets and 5 participants for 2024.

Original filing (PDF)20251013155022NAL0001656161001

Fiduciary Wise LLC FBO Sequoia Trusted Advisors

Name: Fiduciary Wise LLC FBO Sequoia Trusted Advisors — Form 5500 Plan 349 (2024)
Creator: Fiduciary Wise LLC FBO Sequoia Trusted Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Trusted Advisors 401(k) Closed MEP Fiduciary Wise LLC

401(k) retirement plan · Fiduciary Wise LLC FBO Sequoia Trusted Advisors' Sequoia Trusted Advisors 401(k) Closed MEP Fiduciary Wise LLC held $401K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

People on this filing

Kristi Dalley signed Fiduciary Wise LLC FBO Sequoia Trusted Advisors' 2024 Form 5500 as plan administrator.

Kristi Dalley — 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

Fiduciary Wise LLC FBO Sequoia Trusted Advisors' EIN is 47-4680486.

EIN 47-4680486

Plan number 349

Plan year 2024

ACK ID 20251013155022NAL0001656161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Wise LLC FBO Sequoia Trusted Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise LLC FBO Sequoia Trusted Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE LLC FBO SEQUOIA TRUSTED ADVISORS.

Finding similar companies…

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