Plan Snapshot
- Plan Sponsor: Sequoia Living INC.
- Sponsor EIN: 941437728
- Sponsor Address: 1525 POST STREET, SAN FRANCISCO, CA, 94109
- Plan Type: 403(b)
- Total Participants: 498
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 498 | $36.4M | $1.4M | $2.6M |
| 2023 | 483 | $32.9M | $1.2M | $2.2M |
| 2022 | 475 | $25.9M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $81,745 | — | — | — | — |
| 2023 | $19,063 | — | $100 | — | — |
| 2022 | $2,100 | — | $2,100 | — | — |