How big is Sequoia Insurance, PLLC's plan?

Sequoia Insurance, PLLC's plan reported $265K in assets and 5 participants for 2024.

Original filing (PDF)20250924132122NAL0003039043001

Sequoia Insurance, PLLC

Name: Sequoia Insurance, PLLC — Sequoia 401(k) Plan, Form 5500 (2024)
Creator: Sequoia Insurance, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia 401(k) Plan

401(k) retirement plan · Sequoia Insurance, PLLC's Sequoia 401(k) Plan held $265K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

People on this filing

Zachary Egbert signed Sequoia Insurance, PLLC's 2024 Form 5500 as plan administrator.

Zachary Egbert — 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 Insurance, PLLC's EIN is 82-2780812.

EIN 82-2780812

Plan number 001

Plan year 2024

ACK ID 20250924132122NAL0003039043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sequoia Insurance, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sequoia Insurance, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score