Sequoia Living 403(b) match, vesting and fees
What Sequoia Living's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Sequoia Living: employer contribution per participant | $1,462 | |
| Peer median | $1,337 |
| Sequoia Living: average balance | $38,770 | |
| Peer median | $35,764 |
| Sequoia Living: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $28.8M at the end of plan year 2021 to $36.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,029 | $36.4M | $1.4M | $1,462 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 1,059 | $32.9M | $1.2M | $1,289 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,024 | $25.9M | $1.1M | $1,174 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 970 | $28.8M | $807K | $883 | 0.02% | Not published | Form 5500 ↗ |
Other Sequoia Living plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ncphs Tax Sheltered Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Symetra Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Retirement Plan for the Employees of Sequoia Living Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Sequoia Living match 401(k) contributions?
The match terms for the Sequoia Living Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $1,462 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sequoia Living 401(k) match vested?
The vesting schedule for the Sequoia Living Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sequoia Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Sequoia Living Inc..
I left Sequoia Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sequoia Living Inc., (415) 202-7816) or the recordkeeper, Newport Group, Inc.. The Sequoia Living old 401(k) page lists the contacts from every plan filing. Find an old Sequoia Living 401(k)
Data from the public Form 5500 annual reports Sequoia Living filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sequoia Living. Not financial advice. Report a correction · Methodology