Plan Snapshot
- Plan Sponsor: Sequoia Consulting Group
- Sponsor EIN: 461798608
- Sponsor Address: 315 S COAST HWY 101 SUITE U58, ENCINITAS, CA, 92024
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 204 | $12.7M | $906,680 | $2.2M |
| 2023 | 227 | $9.2M | $609,165 | $1.6M |
| 2022 | 155 | $6.0M | $572,478 | $1.4M |
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 |
|---|---|---|---|---|
| HOCHMAN TORRES LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $8,724 | — | $8,724 | — | — |
| 2024 | $48,185 | $43,356 | $4,829 | — | — |
| 2023 | $29,932 | $21,127 | $8,805 | — | — |
| 2022 | $17,285 | $15,500 | $1,785 | — | — |