Original filing (PDF)20250626125418NAL0008581841001

SEQUOIA MANAGEMENT COMPANY, INC.

Name: SEQUOIA MANAGEMENT COMPANY, INC. — SEQUOIA EMPLOYEES RETIREMENT SAVINGS PLAN AND 401(K), Form 5500 (2024)
Creator: SEQUOIA MANAGEMENT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SEQUOIA EMPLOYEES RETIREMENT SAVINGS PLAN AND 401(K)

401(k) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUOIA MANAGEMENT COMPANY, INC..

Plan sponsor

Name

SEQUOIA MANAGEMENT COMPANY, INC.

EIN

54-1394252

Address

13998 PARKEAST CIRCLE · CHANTILLY, VA · 20151

Phone

(703) 803-9641

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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