Plan Snapshot
- Plan Sponsor: Sequoia Holdings LLC
- Sponsor EIN: 455253341
- Sponsor Address: 13241 WOODLAND PARK RD., HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 212 | $25.9M | $3.1M | $2.0M |
| 2023 | 170 | $17.5M | $2.4M | $1.6M |
| 2022 | 126 | $11.9M | $1.6M | $1.1M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT/FINANCIAL ADVI | $33,370 | — | $33,370 |
| ADP, INC. | RECORD KEEPER | $31,865 | — | $31,865 |
| ALEXANDER & WILLIAMS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ALEXANDER & WILLIAMS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,235
- Estimated Expense Ratio: 0.252% of plan assets
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 | $98,606 | $70,807 | — | — | — |
| 2023 | $10,553 | — | — | — | — |
| 2022 | $1,738 | — | $1,738 | — | — |