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SEQUOIA RESEARCH CORPORATION — SEQUOIA RESEARCH CORPORATION 401(K) SALARY DEFERRAL PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250624162141NAL0007064129001
SEQUOIA RESEARCH CORPORATION
Form 5500-SF
FILING_RECEIVED
SEQUOIA RESEARCH CORPORATION 401(K) SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
24
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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 RESEARCH CORPORATION
.
Find decision makers
Plan sponsor
Name
SEQUOIA RESEARCH CORPORATION
EIN
95-2827405
Address
2875 TEMPLE AVE. · SIGNAL HILL, CA · 90755
Phone
(562) 317-5992
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-06-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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