# Sei Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sei-group-llc-401k-plan

> Sei Group, LLC's 401(k) plan: 1,312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/turner-stone-and-company-llp) — 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|—|—|

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