Plan Snapshot
- Plan Sponsor: Sei Group, LLC
- Sponsor EIN: 582478990
- Sponsor Address: 2351 BUTTON GWINNETT DRIVE, DORAVILLE, GA, 30340
- Plan Type: 401(k)
- Total Participants: 1,312
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,312 | $5.0M | $41,325 | $1.1M |
| 2023 | 1,077 | $2.8M | $32,033 | $765,929 |
| 2022 | 1,013 | $940,878 | $0 | $290,211 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TURNER, STONE & COMPAY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, STONE & COMPAY, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,306 | $20,491 | $2,012 | — | — |
| 2023 | $11,428 | $9,942 | $745 | — | — |
| 2022 | $2,526 | — | $2,526 | — | — |