Plan Snapshot
- Plan Sponsor: Sequoia One Peo, LLC
- Sponsor EIN: 464716239
- Sponsor Address: 350 W. WASHINGTON STREET, TEMPE, AZ, 85288
- Plan Type: 401(k)
- Total Participants: 32,912
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 32,912 | $1.4B | $59.5M | $258.9M |
| 2023 | 31,136 | $1.0B | $52.5M | $250.8M |
| 2022 | 30,247 | $774.0M | $45.8M | $257.2M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $2,046,928 | — | $1,971,461 | — | — |
| 2023 | $1,362,435 | $400 | $1,357,831 | — | — |
| 2022 | $2,152,192 | $1,422,433 | $528,713 | — | — |