Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) Plan: Login, Facts & Contact Information

Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) Plan Facts

Plan name
SEQUOIA CONSULTING GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU
Participants
961 (821 active employees)
Former employees with a balance
202
Plan assets
$115,469,327 at Dec 31, 2024
Average account balance
$114,781 across 1,006 accounts
Employer contributions
$4,170,444 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2018
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $19.1 million went into the plan in contributions, $4.17 million of it from the employer (22%).
  • $8.09 million was paid out to participants.
  • Investment and other income added $14.6 million.
  • Administrative expenses were $68,947, about $69 per account.

How the Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019340$29.8 million$1.64 million$969,939
2020418$40.0 million$1.87 million$1.84 million
2021458$56.4 million$2.28 million$2.21 million
2022601$61.3 million$3.59 million$1.91 million
2023845$89.9 million$4.52 million$5.74 million
2024961$115.5 million$4.17 million$8.09 million

Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) Contact Information

Phone
650-369-0200
Mailing address
1850 GATEWAY DRIVE SUITE 700, SAN MATEO CA 94404
Plan sponsor
SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU
Plan administrator
SCG 401(K) PLAN COMMITTEE
Employer identification number (EIN)
94-3397213
Plan number
002

Questions about the Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k)

Does Sequoia Benefits & Insurance Services, Llc Dba Seq contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.17 million, 22% of all contributions.

Does the Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) plan?

961 participants at the start of plan year 2024, 821 of them active employees, and 202 former employees who still had money in the plan.

What is the average 401(k) balance at Sequoia Benefits & Insurance Services, Llc Dba Seq?

About $114,781 per account: $115.5 million in plan assets across 1,006 accounts with a balance at the end of plan year 2024.

Who manages the Sequoia Benefits & Insurance Services, Llc Dba Seq 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sequoia Benefits & Insurance Services, Llc Dba Seq. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 201 W. LIBERTY STREET, RENO, NV, 89501
Headquarter: 315 S COAST HWY 101 SUITE U58, ENCINITAS, CA, 92024
Headquarter: ONE PARK PLACE, SUITE 600, DUBLIN, CA, 94568
Headquarter: 14201 DALLAS PARKWAY, DALLAS, TX, 75254
Headquarter: PO BOX 15437, WILMINGTON, DE, 198505437