How big is Sequoia Capital Operations, LLC's plan?

Sequoia Capital Operations, LLC's plan reported $117.4M in assets and 196 participants for 2024.

Original filing (PDF)20250721172313NAL0001484209001

Sequoia Capital Operations, LLC

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

Form 5500

FILING_RECEIVED

Sequoia 401(k) Plan

401(k) retirement plan · Sequoia Capital Operations, LLC's Sequoia 401(k) Plan held $117.4M in plan assets for 196 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

196

Accounts w/ balance

353

Plan assets (EOY)

$117.4M

Net assets (EOY)

$117.4M

People on this filing

Marie Klemchuk signed Sequoia Capital Operations, LLC's 2024 Form 5500 as plan administrator.

Marie Klemchuk — 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 Capital Operations, LLC's EIN is 77-0533605.

EIN 77-0533605

Plan number 002

Plan year 2024

ACK ID 20250721172313NAL0001484209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sequoia Capital Operations, LLC's plan includes profit-sharing, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SEQUOIA CAPITAL OPERATIONS, LLC

EIN

all filings

Address

2800 SAND HILL RD · SUITE 101 · MENLO PARK, CA · 94025

Phone

(650) 854-3927

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$12K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$1K	—

Investments

30 direct securities· $117.4M(100% of reported assets)

Mutual Funds

$59.5M

16 holdings

Common Collective Trusts

$52.4M

10 holdings

Other securities

$4.3M

2 holdings

Self-Directed Brokerage

$1.0M

1 holding

Bonds / Notes

$218K

1 holding

					% of plan
Vanguard Institutional Index Fund Mutual Fund	Common Collective Trusts	—	—	$26.1M	22.2%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$15.3M	13.0%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$9.6M	8.2%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$8.1M	6.9%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$6.5M	5.5%
Vanguard Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.9M	5.0%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.7M	4.9%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$4.6M	3.9%
NYL Guaranteed Interest Account Guaranteed Interest Account	Other securities	—	—	$4.2M	3.6%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$3.4M	2.9%
Vanguard Total World Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.4M	2.9%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$3.2M	2.8%
Vanguard Intermediate-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.0M	2.5%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$2.6M	2.2%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.6M	2.2%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.5M	2.2%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.1M	1.8%
Vanguard Emerging Markets Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	1.4%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	1.2%
Self-directed Brokerage Accounts Various Securites	Self-Directed Brokerage	—	—	$1.0M	0.9%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.9%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.9%
Vanguard Total International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$637K	0.5%
DFA US Targeted Value Portfolio Mutual Fund	Mutual Funds	—	—	$603K	0.5%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$483K	0.4%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$366K	0.3%
participants 10.00%	Bonds / Notes	—	—	$218K	0.2%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$174K	0.1%
BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund	Other securities	—	—	$82K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%