Plan Snapshot
- Plan Sponsor: Sequence, INC.
- Sponsor EIN: 470870575
- Sponsor Address: 1400 PERIMETER PARK DRIVE, MORRISVILLE, NC, 27560
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $23.2M | $912,134 | $2.5M |
| 2023 | 238 | $18.1M | $939,682 | $2.3M |
| 2022 | 225 | $14.7M | $809,540 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,824 | $51,154 | — | — | — |
| 2023 | $71,833 | $38,000 | $300 | — | — |
| 2022 | $73,660 | — | — | — | — |