# Sei Investments Company 401(k) Plan
Source: https://planprovider.pro/companies/sei-investments-company-401k-plan

> Sei Investments Company's 401(k) plan: 4,327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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