What public Form 5500 filings show about the SEI Investments Company 401(k) plan — and how to find and check your own account.
SEI Investments Company (EIN 23-1707341) reports SEI CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $881.8M in plan assets across 4,327 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SEI Investments Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SEI Investments Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PIMCO, SEI INVESTMENTS MANAGEMENT CORPO, CHARLES SCHWAB, STATE STREET, SEI TRUST.
