# Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou 401(k) Plan
Source: https://planprovider.pro/companies/sequoia-benefits-insurance-services-llc-dba-sequoia-consulting-grou-401k-plan

> Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's 401(k) plan: 821 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- Plan Sponsor: Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou (EIN 943397213)

- Plan Type: 401(k)

- Total Participants: 821

- Total Assets: $115.5M

- Sponsor State: CA

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|821|$115.5M|$4.2M|$11.1M|

| 2023|786|$89.9M|$4.5M|$10.5M|

| 2022|717|$61.3M|$3.6M|$8.3M|

## Service Providers

- **BPM, LLP** — Accountant / Independent Qualified Public Accountant

## Similar Plans

- [Newfront](https://planprovider.pro/companies/newfront-401k-plan) — 969 participants

- [Health Plan Intermediaries Holdings LLC](https://planprovider.pro/companies/health-plan-intermediaries-holdings-llc-401k-plan-001) — 891 participants

- [Mother Lode Holding Company, INC.](https://planprovider.pro/companies/mother-lode-holding-company-inc-401k-plan) — 1,046 participants

- [Heffernan Insurance Brokers](https://planprovider.pro/companies/heffernan-insurance-brokers-inc-401k-plan) — 870 participants

- [Woodruff Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-401k-plan) — 841 participants

- [Next Insurance, INC.](https://planprovider.pro/companies/next-insurance-inc-401k-plan) — 766 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sequoia-benefits-insurance-services-llc-dba-sequoia-consulting-grou-401k-plan)

© 2026 PlanProvider.Pro