Sequoia Financial Group, Llc 401(k) Plan
Sponsored by Sequoia Financial Group, Llc · EIN 341913858 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 295
- With balances
- 307
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $83,613 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $35,548 |