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  1. Companies/
  2. Sequoia Financial Group, LLC

Filings through Oct 24, 2026.

Sequoia Financial Group, LLC

EIN 34-1913858-financial services-Latest filing 2025
Plans
1
Retirement
1
$55.7M assets
Health & Benefits
0
Participants
455
3500 EMBASSY PKWY,, SUITE 100 - AKRON, OH 44333888-225-3777sequoia-financial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$55.7M - 455 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN

401(k)

Assets$55.7M
Participants455
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN401(k)$55.7M4552025
  • SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN$55.7M
    #001 · 401(k) · 2025455
Retirement plans
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