Sequoia Living Inc. 403(b) Plan
Sponsored by Sequoia Living Inc. · EIN 941437728 · Plan #003
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 498
- With balances
- 939
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping | $64,597 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $17,148 |