Sei Group 401(k) Plan And Trust
Sponsored by Southern Erectors, Inc. · EIN 591490411 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 119
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $4,176 |
| The Pension Center Of Florida, Inc. | Accounting, Recordkeeping, Consulting (pension) | $3,654 |
| Osaic Wealth, Inc. | Investment advisory (participants), Investment advisory (plan) | $0 |