Sequoia Holdings Llc 401(k) Profit Sharing Plan
Sponsored by Sequoia Holdings Llc · EIN 455253341 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 212
- With balances
- 262
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Raymond James | Recordkeeping, Trustee (institutional), Other services | $33,370 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $31,865 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage | $618 |