Sequence, Inc. 401(k) Ps Plan
Sponsored by Sequence, Inc. · EIN 470870575 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 190
- With balances
- 315
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc. | Investment advisory (plan) | $50,954 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $32,670 |