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SEQUOIA MENTAL HEALTH — SEQUOIA MENTAL HEALTH 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514151839NAL0043236658001
SEQUOIA MENTAL HEALTH
Form 5500-SF
FILING_RECEIVED
SEQUOIA MENTAL HEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
126
Accounts w/ balance
42
Plan assets (EOY)
$610K
Net assets (EOY)
$610K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SEQUOIA MENTAL HEALTH
.
Find decision makers
Plan sponsor
Name
SEQUOIA MENTAL HEALTH
EIN
93-0793127
Address
4585 SW 185TH AVENUE · BEAVERTON, OR · 97007
Phone
(503) 619-1905
Industry
Health Care & Social Assistance
see 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
2025-05-14
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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THE MENTAL HEALTH ASSOCIATION OF OREGON
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$613K · 144 participants
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$8.6B
