# Sequoia One Peo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sequoia-one-peo-llc-401k-plan-001

> Sequoia One Peo, LLC's 401(k) plan: 32,912 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INS. COMAPNY|RECORDKEEPER|$1,924,211|—|$1,924,211|

| BPM LLP|AUDITOR|$47,250|—|$47,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,971,461

- **Estimated Expense Ratio:** 0.141% 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|$2,046,928|—|$1,971,461|—|—|

| 2023|$1,362,435|$400|$1,357,831|—|—|

| 2022|$2,152,192|$1,422,433|$528,713|—|—|

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