Sei Capital Accumulation Plan
Sponsored by Sei Investments Company · EIN 231707341 · Plan #002
- Total assets
- $882M
- Net assets
- $882M
- Active participants
- 4,327
- With balances
- 5,495
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 |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,638 |
| Sei Trust Company | Custodial (securities), Other fees | $0 |
| Sei Investments Management Corpo | Investment management, Investment management fees (indirect) | $0 |
| State Street | Custodial (other), Custodial (securities), Investment management | $0 |
| Pimco | Investment management, Investment management fees (indirect) | $0 |
| Charles Schwab | Custodial (securities), Securities brokerage commissions | $0 |