Sei Trust Company 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Sei Trust Company
  • Sponsor EIN: 822768520
  • Sponsor Address: 1 FREEDOM VALLEY DRIVE, OAKS, PA, 194569989
  • Plan Type: 401(k)
  • Plan Number: 108
  • Total Participants: 0
  • Total Assets: $64.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$64.6M$0$0
20230$61.4M$0$0
20220$58.4M$0$0
20210$83.1M$0$0

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