Sequoia Equities 401(k) Plan
Sponsored by Sequoia Equities Inc. · EIN 942223344 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 359
- With balances
- 478
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $112,193 |
| Armanino Llp | Accounting, Contract administrator, Direct payment from the plan | $56,385 |
| Jordan & Associates Retirement Serv | Contract administrator, Direct payment from the plan, Other services | $18,055 |
| Cambridge Investment Research Advis | Investment advisory (plan), Other fees | $0 |