Sequoia Equities Inc. 401(k) Plan: Login, Facts & Contact Information
Sequoia Equities Inc. 401(k) Login
122 former Sequoia Equities Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Sequoia Equities Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.63 million went into the plan in contributions, $473,735 of it from the employer (18%).
- $1.77 million was paid out to participants.
- Investment and other income added $3.15 million.
- Administrative expenses were $186,633, about $390 per account.
How the Sequoia Equities Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 453 | $11.2 million | $323,012 | $908,467 |
| 2020 | 453 | $14.5 million | $544,300 | $651,208 |
| 2021 | 500 | $17.8 million | $582,710 | $1.33 million |
| 2022 | 490 | $15.3 million | $590,984 | $1.36 million |
| 2023 | 520 | $19.7 million | $650,256 | $1.12 million |
| 2024 | 550 | $23.5 million | $473,735 | $1.77 million |
Sequoia Equities Inc. 401(k) Contact Information
Questions about the Sequoia Equities Inc. 401(k)
Does Sequoia Equities Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $473,735, 18% of all contributions.
Does the Sequoia Equities Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Sequoia Equities Inc 401(k) plan?
550 participants at the start of plan year 2024, 359 of them active employees, and 122 former employees who still had money in the plan.
What is the average 401(k) balance at Sequoia Equities Inc?
About $49,169 per account: $23.5 million in plan assets across 478 accounts with a balance at the end of plan year 2024.
Who manages the Sequoia Equities Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Sequoia Equities Inc. How do I access my 401(k)?
Your account stays with Principal 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.