How big is Seley & Co.'s plan?

Seley & Co.'s plan reported $21K in assets and 2 participants for 2024.

Original filing (PDF)20250717131835NAL0000342513005

Seley & Co.

Name: Seley & Co. — Seley & Co. Retirement Trust, Form 5500 (2024)
Creator: Seley & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seley & Co. Retirement Trust

401(k) retirement plan · Seley & Co.'s Seley & Co. Retirement Trust held $21K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Karen Dallas signed Seley & Co.'s 2024 Form 5500 as plan administrator.

Karen Dallas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Seley & Co.'s EIN is 20-0932722.

EIN 20-0932722

Plan number 001

Plan year 2024

ACK ID 20250717131835NAL0000342513005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seley & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seley & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SELEY & CO.

EIN

all filings

Address

1515 HOPE STREET · SOUTH PASADENA, CA · 91030

Phone

(626) 799-1196

Industry

Finance & Insurance

Plan administrator