How big is Sequoia One PEO, LLC's plan?

Sequoia One PEO, LLC's plan reported $1.4B in assets and 32,912 participants for 2024.

Original filing (PDF)20251015174906NAL0007097264001

Sequoia One PEO, LLC

Name: Sequoia One PEO, LLC — Sequoia One 401(k) Plan, Form 5500 (2024)
Creator: Sequoia One PEO, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sequoia One 401(k) Plan

401(k) retirement plan · Sequoia One PEO, LLC's Sequoia One 401(k) Plan held $1.4B in plan assets for 32,912 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

32,912

Accounts w/ balance

20,083

Plan assets (EOY)

$1.4B

Net assets (EOY)

$1.4B

People on this filing

Robert Lawson signed Sequoia One PEO, LLC's 2024 Form 5500 as plan administrator.

Robert Lawson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sequoia One PEO, LLC's EIN is 46-4716239.

EIN 46-4716239

Plan number 001

Plan year 2024

ACK ID 20251015174906NAL0007097264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sequoia One PEO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sequoia One PEO, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEQUOIA ONE PEO, LLC.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 26K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (25th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

SEQUOIA ONE PEO, LLC

EIN

all filings

Address

350 W. WASHINGTON STREET · SUITE 301 · TEMPE, AZ · 85288

Phone

(650) 369-0200

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

SEQUOIA ONE 401K PLAN COMMITTEE

EIN

46-4716239

City

TEMPE, AZ

Phone

(650) 369-0200

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. COMAPNY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$1.9M	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPM LLP	—	SAN FRANCISCO, CA	AUDITOR	$47K	—

Investments

38 direct securities· $1.4B(100% of reported assets)

Mutual Funds

$971.3M

21 holdings

Common Collective Trusts

$318.4M

7 holdings

Other securities

$99.7M

8 holdings

Bonds / Notes

$7.9M

1 holding

Cash / Money Market

$1.2M

1 holding

					% of plan
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$214.3M	15.3%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$192.1M	13.7%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$164.5M	11.8%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$134.7M	9.6%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$123.7M	8.8%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$93.6M	6.7%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$73.0M	5.2%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$65.4M	4.7%
JP Morgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$56.6M	4.0%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$36.1M	2.6%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$25.6M	1.8%
Fidelity Total Institutional Index Fund Mutual fund	Common Collective Trusts	—	—	$20.0M	1.4%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$19.1M	1.4%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$18.1M	1.3%
Vanguard FTSE Social Index Fund Mutual fund	Common Collective Trusts	—	—	$18.0M	1.3%
SAGIC Diversified Bond II Guaranteed contract	Other securities	—	—	$17.1M	1.2%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$14.5M	1.0%
Fidelity US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$13.3M	1.0%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$12.6M	0.9%
American Funds New Perspective Fund Mutual fund	Mutual Funds	—	—	$10.9M	0.8%
Participant loans 4.25% to 10.50%, with various maturities	Bonds / Notes	—	—	$7.9M	0.6%
Vanguard Target Retirement 2070 Fund Mutual fund	Mutual Funds	—	—	$7.6M	0.5%
DFA US Targeted Value Fund Mutual fund	Mutual Funds	—	—	$7.3M	0.5%
MassMutual Mid Cap Growth Fund Mutual fund	Other securities	—	—	$5.6M	0.4%
BlackRock High Yield Bond Fund Mutual fund	Other securities	—	—	$5.5M	0.4%
Cohen & Steers Real Estate Fund Mutual fund	Other securities	—	—	$5.3M	0.4%
PGIM Total Return Mutual fund	Other securities	—	—	$5.0M	0.4%
Invesco Gold & Special Minerals Fund Mutual fund	Mutual Funds	—	—	$4.6M	0.3%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$4.5M	0.3%
American Funds New World R6 Mutual fund	Mutual Funds	—	—	$4.5M	0.3%
PIMCO Real Return Fund Mutual fund	Mutual Funds	—	—	$4.0M	0.3%
American Funds EuroPacific Gr Fund Mutual fund	Mutual Funds	—	—	$3.7M	0.3%
Janus Henderson Triton Fund Mutual fund	Mutual Funds	—	—	$3.1M	0.2%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$2.3M	0.2%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$1.9M	0.1%
MassMutual US Govt Money Mkt Fund Mutual fund	Cash / Money Market	—	—	$1.2M	<0.1%
Dreyfus Government Cash Mgmt Institutional Mutual fund	Mutual Funds	—	—	$1.1M	<0.1%
JP Morgan Small Cap Growth R6 Mutual fund	Other securities	—	—	$3K	<0.1%