SEQUOIA FINANCIAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
19
Active participants
257,722
Total plan assets
$75.4B
Filings (rows)
19
Direct comp
$937K
Indirect comp
$4
SERVICES PROVIDED
Advisor / Consultant15
Other4
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $8K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $207K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $13K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $161K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $125K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $64K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $50K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $55K |
| UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,139 | $202.2M | $40K |
| PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 494 | $171.8M | $24K |
| SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI, FL | Other NONE | 354 | $169.1M | $10K |
| SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI, FL | Other NONE | 342 | $147.2M | $8K |
| SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI, FL | Other NONE | 289 | $126.3M | $7K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 107 | $62.1M | $27K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 80 | $60.6M | $37K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant INVESTMENT MANAGER | 120 | $60.0M | $17K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant INVESTMENT MANAGER | 115 | $57.6M | $51K |
| O & W, INC. O & W, INC. 401(K) RETIREMENT PLAN | YPSILANTI, MI | Advisor / Consultant INVESTMENT ADVISORY | 173 | $18.6M | $24K |