# Sei-Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sei-services-llc-401k-plan-001

> Sei-Services, LLC's 401(k) plan: 597 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sei-Services, LLC

- **Sponsor EIN:** 364545379

- **Sponsor Address:** 11500 NORTHLAKE DRIVE, CINCINNATI, OH, 45249

- **Plan Type:** 401(k)

- **Total Participants:** 597

- **Total Assets:** $89.0M

## 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|597|$89.0M|$0|$8.3M|

| 2023|585|$70.8M|$0|$7.5M|

## 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|

| MMA SECURITIES|ADVISOR|$59,711|—|$59,711|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,012|—|$40,012|

| PLANTE MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,723

- **Estimated Expense Ratio:** 0.112% 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|$103,197|$63,185|$300|—|—|

| 2023|$80,193|$32,038|—|—|—|

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