Sequoia One 401(K) Plan — Form 5500 plan (Sequoia One Peo, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sequoia One 401(K) Plan is a benefit plan reported by Sequoia One Peo, LLC under EIN 46-4716239 and plan number 001. The latest loaded filing year is 2023. The filing reports 43,903 participants and $1,022,278,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sequoia One Peo, LLC
EIN
46-4716239
Plan number
001
Plan type
3
Location
Tempe, AZ
Latest filing year
2023
Participants
43,903
End-of-year plan assets
$1,022,278,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343,903H, C20241015122517NAL0028411633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,022,278,751
Total liabilities (EOY)
$0
Net assets (EOY)
$1,022,278,751
Net assets (BOY)
$774,008,693

Income & contributions

Employer contributions
$52,539,355
Participant contributions
$250,829,398
Total contributions
$369,852,870
Total income / additions
$534,365,893

Expenses & distributions

Benefits paid
$138,041,679
Administrative expenses
$1,362,435
Total expenses
$139,860,204
Net increase / (decrease)
$394,505,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. ComapnyRECORDKEEPER$1,938,127not reported in the loaded dataset2023
Qdro Consultants Company, LLCINVESTMENT ADVISOR$800not reported in the loaded dataset2023

Related Form 5500 pages