MARC Shores signed Sequoia Living Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sequoia Living Inc.'s EIN is 94-1437728.
Download the official 2024 Form 5500 (PDF) for Sequoia Living Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sequoia Living Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQTBLE LIFE INSURANCE COMPANY | 13-5570651 | — | NONE | $2K | — |
| SYMETRA LIFE INSURANCE COMPANY | 91-0742147 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $3.5M | 43.2% | |
| Investments certified by Symetra Financial QPA III Fixed Annuity Contract ^ | Other securities | — | — | $1.6M | 20.0% | |
| Investments certified by Equitable Financial Life Insurance Company * Guaranteed Interest Account Guaranteed Interest Account ^ | Common Stocks | — | — | $1.2M | 14.8% | |
| PFP Fixed Annuity Contract ^ | Other securities | — | — | $756K | 9.2% | |
| EQ/Com Stck Index Pooled Separate Account | Pooled Separate Accounts | — | — | $606K | 7.4% | |
| EQ/Lg Cap Val Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $475K | 5.8% | |
| RESOURCE VAR ACCT B SYMETRA LIFE INSURANCE COMPANY · EIN 91-0742147 / PN 000 | Pooled Separate Account | — | — | $400K | 4.9% | |
| EQ/Mid Cap Val Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $327K | 4.0% | |
| EQ/Aggressive Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $264K | 3.2% | |
| SPINNAKER VAR ANN SEP ACCT C SYMETRA LIFE INSURANCE COMPANY · EIN 91-0742147 / PN 000 | Pooled Separate Account | — | — | $253K | 3.1% | |
| EQ/Moderate Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $216K | 2.6% | |
| RES B PI MG1 Pooled Separate Account | Pooled Separate Accounts | — | — | $214K | 2.6% | |
| FLEX PREMIUM Fixed Annuity Contract ^ | Other securities | — | — | $192K | 2.3% | |
| EQ/Equity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $151K | 1.8% | |
| Target 2025 Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $136K | 1.7% | |
| EQ/Large Cap Growth Index Pooled Separate Account | Pooled Separate Accounts | — | — | $133K | 1.6% | |
| EQ/Lg Cap Grw Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $132K | 1.6% | |
| Multimanager Aggressive Equity Pooled Separate Account | Pooled Separate Accounts | — | — | $130K | 1.6% | |
| Multimanager Core Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $122K | 1.5% | |
| SPKR FIXED Annuity Contract ^ | Other securities | — | — | $122K | 1.5% | |
| RES B PI FD1 Pooled Separate Account | Pooled Separate Accounts | — | — | $96K | 1.2% | |
| EQ/Intermediate Government Bnd Pooled Separate Account | Pooled Separate Accounts | — | — | $87K | 1.1% | |
| PREFERENCE Fixed Annuity Contract ^ | Other securities | — | — | $69K | 0.8% | |
| RES B PI MC1 Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 0.8% | |
| EQ/Int Core Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 0.8% | |
| EQ/Int Val Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $56K | 0.7% | |
| EQ/International Equity Index Pooled Separate Account | Pooled Separate Accounts | — | — | $53K | 0.6% | |
| EQ/Mid Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $52K | 0.6% | |
| EQ/Lg Cap Core Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $50K | 0.6% | |
| EQ/Quality Bond PLUS Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 0.6% | |
| 1290 VT Small Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.5% | |
| EQ/Moderate-Plus Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.5% | |
| EQ/PIMCO Ultra Short Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.5% | |
| 1290 VT GAMCO Small Co Val Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.5% | |
| EQ/AB Small Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $30K | 0.4% | |
| SP PI BOND1 Pooled Separate Account | Pooled Separate Accounts | — | — | $29K | 0.4% | |
| EQ/ClearBridge Sel Eqy Man Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| EQ/Core Bond Index Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| EQ/Core Plus Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 0.3% | |
| SP FID GROW Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 0.3% | |
| SP PI MCAP1 Pooled Separate Account | Pooled Separate Accounts | — | — | $26K | 0.3% | |
| RESB DEUGIBA Pooled Separate Account | Pooled Separate Accounts | — | — | $25K | 0.3% | |
| SP FID CONTR Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | 0.3% | |
| EQ/Aggressive Growth Strategy Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| SP FRUSGOV2 Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| SP DR SOC RP Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| SP AMC UL 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| SP FRSMCPG2 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| EQ/Janus Enterprise Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| SP DRF INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
