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 · Sequoia Advisory Group Financial and Insurance Services' Sequoia Advisory Group Financial and Insurance Services Retirement Trust held $180K in plan assets for 3 participants in 2025.
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$180K
Net assets (EOY)
$180K
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
84
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
