Plan Snapshot
- Plan Sponsor: Sei Investments Company
- Sponsor EIN: 231707341
- Sponsor Address: 1 FREEDOM VALLEY DRIVE, OAKS, PA, 19456
- Plan Type: 401(k)
- Total Participants: 4,327
- Total Assets: $881.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,327 | $881.8M | $19.1M | $41.1M |
| 2023 | 4,258 | $766.3M | $18.1M | $38.9M |
| 2022 | 4,024 | $667.9M | $16.8M | $36.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $52,638 | — | $52,638 |
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,638
- Estimated Expense Ratio: 0.006% of plan assets
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 | $55,692 | — | $55,692 | — | — |
| 2023 | $56,760 | — | $52,454 | — | — |
| 2022 | $52,518 | — | $43,652 | — | — |