SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES — SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES RETIREMENT TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$131K
Net assets (EOY)
$131K
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
76
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES.
Plan sponsor
Name
SEQUOIA ADVISORY GROUP FINANCIAL AND INSURANCE SERVICES
EIN
83-3186552
Address
1225 PLEASANT GROVE BLVD · SUITE 120 · ROSEVILLE, CA · 95678
Phone
(916) 783-9100
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
2025-06-25
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
