# Sequoia Consulting Group 401(k) Plan
Source: https://planprovider.pro/companies/sequoia-consulting-group-plan

> Sequoia Consulting Group's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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