Sequoia Financial Group, LLC 401(k) plans
2 retirement plans filed by Sequoia Financial Group, LLC from 2009 to 2024: 1 still files and 1 moved its money into another plan.
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Its plans
Sequoia Financial Group, LLC 401(k) Plan
401(k) · filed 2020 to 2024 · up to 322 people · employer ID 34-1913858, plan 001
Still files every year.
Records then: Schwab Retirement Plan Services,inc, per the 2024 report.
Sequoia Financial Group Profit Sharing Plan
Savings plan · filed 2009 to 2015 · up to 36 people · employer ID 34-1913858, plan 001
In 2015, its money moved into the Cohen & Company 401(k) Psp & Trust (carve-out).
Questions
What happened to Sequoia Financial Group, LLC's older plans?
The Sequoia Financial Group Profit Sharing Plan: In 2015, its money moved into the Cohen & Company 401(k) Psp & Trust (carve-out). Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Sequoia Financial Group, LLC have?
Its filings show 401(k) plans, filed 2009 to 2024.
Sources: 12 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2024; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 34-1913858. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Sequoia Financial Group, LLC or the government.