Original filing (PDF)20251011162600NAL0009033153001

Sequoia Concepts, Inc. DBA Sequoia Financial Services

Name: Sequoia Concepts, Inc. DBA Sequoia Financial Services — Form 5500 Plan 003 (2024)
Creator: Sequoia Concepts, Inc. DBA Sequoia Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Financial Services Cash Balance Pension Plan

Defined-benefit pension plan · Sequoia Concepts, Inc. DBA Sequoia Financial Services' Sequoia Financial Services Cash Balance Pension Plan held $1.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Roy C. DU Plessis signed Sequoia Concepts, Inc. DBA Sequoia Financial Services' 2024 Form 5500 as plan administrator.

Roy C. DU Plessis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sequoia Concepts, Inc. DBA Sequoia Financial Services' EIN is 95-4420801.

EIN 95-4420801

Plan number 003

Plan year 2024

ACK ID 20251011162600NAL0009033153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sequoia Concepts, Inc. DBA Sequoia Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sequoia Concepts, Inc. DBA Sequoia Financial Services' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off