Kevin Tichnell signed Sequoia Financial Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sequoia Financial Group, LLC's EIN is 34-1913858.
Download the official 2024 Form 5500 (PDF) for Sequoia Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sequoia Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $84K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | Common Collective Trusts | — | — | $6.8M | 19.7% | |
| VANGUARD TOTAL STOCK MKT INDX FD ADM Mutual funds | Mutual Funds | — | — | $6.8M | 19.7% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Mutual funds | Mutual Funds | — | — | $3.1M | 9.0% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual funds | Mutual Funds | — | — | $2.4M | 7.0% | |
| VANGUARD EQUITY INC FD ADMIRAL SHS Mutual funds | Mutual Funds | — | — | $2.3M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Mutual funds | Mutual Funds | — | — | $1.4M | 4.1% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Mutual funds | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| T ROWE PRICE BLUE CHIP GROWTH I Mutual funds | Mutual Funds | — | — | $1.3M | 3.7% | |
| VANGUARD DEVELOPED MKTS INDEX ADM Mutual funds | Mutual Funds | — | — | $1.1M | 3.2% | |
| SCHWAB SMALL CAP INDEX SELECT Mutual funds | Mutual Funds | — | — | $1.0M | 3.0% | |
| PIMCO INCOME FUND INSTITUTIONAL CLASS Mutual funds | Mutual Funds | — | — | $981K | 2.9% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Mutual funds | Mutual Funds | — | — | $941K | 2.7% | |
| VANGUARD EMRG MKTS STK INDEX FD ADM Mutual funds | Mutual Funds | — | — | $919K | 2.7% | |
| VANGUARD TARGET RETIREMENT 2050 FD I Mutual funds | Mutual Funds | — | — | $867K | 2.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM Mutual funds | Mutual Funds | — | — | $866K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Mutual funds | Mutual Funds | — | — | $817K | 2.4% | |
| VANGUARD LIFE STRATEGY GROWTH FD I Mutual funds | Mutual Funds | — | — | $776K | 2.3% | |
| VANGUARD SHORT-TERM INVST GRADE ADM Mutual funds | Mutual Funds | — | — | $692K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2025 FD I Mutual funds | Mutual Funds | — | — | $511K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual funds | Mutual Funds | — | — | $507K | 1.5% | |
| VANGUARD INTERM TERM BD INDEX ADM Mutual funds | Mutual Funds | — | — | $498K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Mutual funds | Mutual Funds | — | — | $486K | 1.4% | |
| T ROWE PRICE INTERNATIONAL ST Mutual funds | Mutual Funds | — | — | $386K | 1.1% | |
| TROWE PRICE QM US SM CAP GWTH EQTY I Mutual funds | Mutual Funds | — | — | $341K | 1.0% | |
| VANGUARD LIFE STRAT MOD GRWTH FUND I Mutual funds | Mutual Funds | — | — | $340K | 1.0% | |
| T ROWE PRICE INTL DISCOVERY FUND Mutual funds | Mutual Funds | — | — | $337K | 1.0% | |
| VANGUARD REAL ESTATE INX INSTL Mutual funds | Mutual Funds | — | — | $309K | 0.9% | |
| . Notes receivable from participants * NOTES RECEIVABLE FROM PARTICIPANTS ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $294K | 0.9% | |
| DFA US SMALL CAP VALUE Mutual funds | Mutual Funds | — | — | $270K | 0.8% | |
| MFS MID CAP VALUE FD CL R6 Mutual funds | Mutual Funds | — | — | $259K | 0.8% | |
| WESTERN ASSET CORE PLUS BD FD I Mutual funds ** 406 BLACKROCK TOTAL RETURN K Mutual funds | Other securities | — | — | $239K | 0.7% | |
| SCHWAB RETIREMENT GOVERNMENT MONEY FUND Money market fund | Mutual Funds | — | — | $224K | 0.7% | |
| PRINCIPAL SMALL CAP SP600 R6 Mutual funds ** 82 PUTNAM LARGE CAP VALUE R6 Mutual funds | Mutual Funds | — | — | $203K | 0.6% | |
| PIMCO REAL RETURN FD INSTITUTIONAL Mutual funds | Mutual Funds | — | — | $195K | 0.6% | |
| VANGUARD UTILITIES INDEX ADM Mutual funds | Mutual Funds | — | — | $172K | 0.5% | |
| BNY MELLON NATURAL RES I Registered Investment Company | Common Stocks | — | — | $131K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Mutual funds | Mutual Funds | — | — | $114K | 0.3% | |
| PIMCO EMERGING MKT BOND INSTL Registered Investment Company | U.S. Treasuries | — | — | $102K | 0.3% | |
| PRINCIPAL OVERSEAS INSTL Mutual funds | Other securities | — | — | $45K | 0.1% | |
| VANGUARD TARGET RETIREMENT INCM INV Mutual funds | Mutual Funds | — | — | $35K | 0.1% | |
| VANGUARD 500 INDEX ADM Mutual funds | Common Collective Trusts | — | — | $7K | <0.1% | |
| JP MORGAN MIDCAP GROWTH R6 Mutual funds | Other securities | — | — | $5K | <0.1% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $5K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2065 Mutual funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
