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Sequoia Financial Group, LLC 401(k) Plan
Sequoia Financial Group, LLC, Akron OH. Employer ID 341913858, plan number 001. Annual reports on file for 2020 to 2024.
Where the money went
Plans that moved money into this one:
- 2020: money from Cohen & Company, Ltd. Profit Sharing/401(k) Plan moved in.
- 2021: money from Cohen & Company, Ltd. Profit Sharing/401(k) Plan moved in.
- Filed 2020-2024Sequoia Financial Group, LLC 401(k) Plan, Sequoia Financial Group, LLC
- TodaySequoia Financial Group, LLC 401(k) Plan still files. Schwab Retirement Plan Services,inc keeps the records. That is where to ask.
Records are kept by Schwab Retirement Plan Services,inc, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2020 | 90 | — | Filing |
| 2021 | 133 | — | Filing |
| 2022 | 194 | 13 | Filing |
| 2023 | 266 | 16 | Filing |
| 2024 | 322 | 26 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.