· 2022–2024 · DOL EFAST2

SEQUOIA PRACTICE MANAGEMENT, LLC — SEQUOIA PRACTICE MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20231007175746NAL0016700483001

SEQUOIA PRACTICE MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SEQUOIA PRACTICE MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

13

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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

47

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 PRACTICE MANAGEMENT, LLC.

Plan sponsor

Name

SEQUOIA PRACTICE MANAGEMENT, LLC

EIN

84-3752201

Address

521 EAST WASHINGTON AVENUE · MADISON, WI · 53703

Phone

(414) 405-4943

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-07

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

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 Other Services (ex. Public Admin) plans

MT. PLEASANT COMMUNITY DEVELOPMENT CORPORATION, INC.

EMPLOYEE BENEFIT PLAN OF MT. PLEASANT COMMUNITY DEVELOPMENT CORPORATION, INC.

$137K · 8 participants

KIMCO USVI LLC 401(K)

$137K · 6 participants

BALANCE BEHAVIOR THERAPY

BALANCE BEHAVIOR THERAPY

$137K · 12 participants

ARETE CONSULTING LLC

ARETE CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$137K · 8 participants

ELITE CLEANERS CORP

ELITE CLEANERS CORP 401(K) PLAN