Sequoia Financial Advisors 401(k) Profit Sharing Plan & TRU
401(k) retirement plan · Sequoia Financial Advisors' Sequoia Financial Advisors 401(k) Profit Sharing Plan & TRU held $21K in plan assets for 3 participants in 2025.
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$21K
Net assets (EOY)
$21K
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
66
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 FINANCIAL ADVISORS.
