Retirement Plan For The Employees Of Sequoia Living Inc.
Sponsored by Sequoia Living Inc. · EIN 941437728 · Plan #001
- Total assets
- $73.1M
- Net assets
- $73.1M
- Active participants
- 262
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Us Bank | Trustee (institutional), Direct payment from the plan, Investment management fees (indirect) | $83,214 |
| Dodge & Cox | Investment management, Direct payment from the plan | $32,274 |