How big is Sequoia Mortgages LLC's plan?

Sequoia Mortgages LLC's plan reported $128K in assets and 4 participants for 2023.

Original filing (PDF)20240606133534NAL0045806274001

Sequoia Mortgages LLC

Name: Sequoia Mortgages LLC — Sequoia Mortgages LLC 401(k), Form 5500 (2023)
Creator: Sequoia Mortgages LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Mortgages LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sequoia Mortgages LLC's Sequoia Mortgages LLC 401(k) Profit Sharing Plan & Trust held $128K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Edward Rojas signed Sequoia Mortgages LLC's 2023 Form 5500 as plan administrator.

Edward Rojas — 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

Sequoia Mortgages LLC's EIN is 82-2777162.

EIN 82-2777162

Plan number 001

Plan year 2023

ACK ID 20240606133534NAL0045806274001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sequoia Mortgages LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sequoia Mortgages LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off