Sequoia Consulting Group 401(k) Plan: Login, Facts & Contact Information

Sequoia Consulting Group 401(k) Plan Facts

Plan name
SEQUOIA CONSULTING GROUP 401(K)
Plan type
401(k) and profit sharing
Plan sponsor
SEQUOIA CONSULTING GROUP
Participants
273 (227 active employees)
Former employees with a balance
126
Plan assets
$9,234,246 at Dec 31, 2023
Average account balance
$36,355 across 254 accounts
Employer contributions
$609,165 in plan year 2023 (24% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 2015
— 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 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 9, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $2.52 million went into the plan in contributions, $609,165 of it from the employer (24%).
  • $542,026 was paid out to participants.
  • Investment and other income added $1.26 million.
  • Administrative expenses were $29,932, about $118 per account.

How the Sequoia Consulting Group 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018128$2.45 million$-1,303$197,574
2019139$3.02 million—$609,557
2020157$3.72 million—$389,746
2021164$5.10 million$351,210$433,756
2022223$6.03 million$572,478$390,495
2023273$9.23 million$609,165$542,026

Sequoia Consulting Group 401(k) Contact Information

Phone
858-227-4719
Mailing address
315 S COAST HWY 101 SUITE U58, ENCINITAS CA 92024
Plan sponsor
SEQUOIA CONSULTING GROUP
Employer identification number (EIN)
46-1798608
Plan number
001

Questions about the Sequoia Consulting Group 401(k)

Does Sequoia Consulting Group contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $609,165 in employer contributions for plan year 2023.

Does the Sequoia Consulting Group 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sequoia Consulting Group 401(k) plan?

273 participants at the start of plan year 2023, 227 of them active employees, and 126 former employees who still had money in the plan.

What is the average 401(k) balance at Sequoia Consulting Group?

About $36,355 per account: $9.23 million in plan assets across 254 accounts with a balance at the end of plan year 2023.

Who manages the Sequoia Consulting Group 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sequoia Consulting Group. How do I access my 401(k)?

Your account stays with Ascensus 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.

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