Sei Group, LLC 401(K) Plan — Form 5500 plan (Sei Group, LLC)

Plain-English plan 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, Sei Group, LLC 401(K) Plan is a benefit plan reported by Sei Group, LLC under EIN 58-2478990 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,234 participants and $2,810,319 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sei Group, LLC
EIN
58-2478990
Plan number
001
Plan type
2
Location
Doraville, GA
Latest filing year
2023
Participants
1,234
End-of-year plan assets
$2,810,319

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,234H, C20241015194537NAL0017134195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,810,319
Net assets (EOY)
$2,810,319
Net assets (BOY)
$940,878

Income & contributions

Employer contributions
$32,033
Participant contributions
$765,929
Total contributions
$831,627
Total income / additions
$1,134,490

Expenses & distributions

Benefits paid
$225,376
Administrative expenses
$11,428
Total expenses
$261,826
Net increase / (decrease)
$872,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$39,155$02023
Cetera Investment Advisors LLCADVISOR$5,148$02023

Related Form 5500 pages