SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES
Form 5500-SF
FILING_RECEIVED
SEQUOIA FINANCIAL SERVICES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
16
Accounts w/ balance
21
Plan assets (EOY)
$462K
Net assets (EOY)
$462K
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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
74
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
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.
Plan sponsor
Name
SEQUOIA CONCEPTS, INC. DBA SEQUOIA FINANCIAL SERVICES
EIN
95-4420801
Address
28632 ROADSIDE DRIVE, SUITE #115 · AGOURA HILLS, CA · 913016074
