Original filing (PDF)20251011162600NAL0009033153001

SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES

Name: SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES — SEQUOIA FINANCIAL SERVICES CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

SEQUOIA FINANCIAL SERVICES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES.

Plan sponsor

Name

SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES

EIN

95-4420801

Address

28632 ROADSIDE DRIVE, SUITE #115 · AGOURA HILLS, CA · 913016074

Phone

(818) 409-6000

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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