2023 Form 5500 filing — Sei Group, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015194537NAL0017134195001) for Sei Group, LLC 401(K) Plan, reported by Sei Group, LLC under EIN 58-2478990 and plan number 001. It reports 1,234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194537NAL0017134195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sei Group, LLC
- EIN
- 58-2478990
- Plan number
- 001
- Location
- Doraville, GA
- Participants
- 1,234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,810,319
- Net assets (EOY)
- $2,810,319
- Employer contributions
- $32,033
- Participant contributions
- $765,929
- Total income / additions
- $1,134,490
- Benefits paid
- $225,376
- Administrative expenses
- $11,428
- Total expenses
- $261,826
- Net increase / (decrease)
- $872,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $39,155 | $0 |
| Cetera Investment Advisors LLC | ADVISOR | $5,148 | $0 |