Sequoia Financial Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sequoia Financial Advisors LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $70,009 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $70,009
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $70,009
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Ohio Anesthesia Group, Inc. | OH | 1 | $54,157 |
| United Airlines, Inc. | IL | 1 | $7,953 |
| Shutts & Bowen Llp | FL | 1 | $7,899 |
State footprint
Plans reporting Sequoia Financial Advisors LLC are sponsored in FL (1), IL (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ohio Anesthesia Group, Inc. | Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $37,326 | not reported in the loaded dataset |
| Ohio Anesthesia Group, Inc. | Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $16,831 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $7,953 | not reported in the loaded dataset |
| Shutts & Bowen Llp | Shutts & Bowen Llp 401(K) Profit Sharing Plan (A) | 2023 | $7,899 | not reported in the loaded dataset |
Related Form 5500 pages
- Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ohio Anesthesia Group, Inc. — all reported plans
- Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Shutts & Bowen Llp 401(K) Profit Sharing Plan (A) (plan 021)
- Shutts & Bowen Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources