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Original filing (PDF)20250924113550NAL0016970034001
SEG INC.
Form 5500
FILING_RECEIVED
SPRING EDUCATION GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
6,418
Accounts w/ balance
7,180
Plan assets (EOY)
$217.0M
Net assets (EOY)
$217.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 144% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEG INC..
Plan sponsor
Name
SEG INC.
EIN
22-2465204
Address
1615 WEST CHESTER PIKE SUITE 200 · WEST CHESTER, PA · 19382
Phone
(484) 947-2000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $442K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $62K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | — | NEWTOWN SQUARE, PA | AUDITOR | $26K | — |
Investments
23 direct securities · 2 pooled funds· $216.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$193.2M
23 holdings
Pooled Separate Account
$23.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $33.9M | 15.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $21.0M | 9.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $18.5M | 8.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $16.1M | 7.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $15.8M | 7.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $13.0M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $12.6M | 5.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $12.2M | 5.6% | |
| EAIC Guaranteed Income Fund | — | — | — | $9.3M | 4.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $7.5M | 3.4% | |
| Janus Henderson Enterprise Fund | — | — | — | $7.1M | 3.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.0M | 2.8% | |
| MFS Mid Cap Value Fund | — | — | — | $5.5M | 2.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $5.3M | 2.5% | |
| PGIM Total Return Bond Fund | — | — | — | $5.2M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4.4M | 2.0% | |
| Vanguard Extended Market Index Fund | — | — | — | $4.3M | 2.0% | |
| MFS Value Fund | — | — | — | $3.8M | 1.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $3.3M | 1.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2.8M | 1.3% | |
| Principal Small Cap Growth Fund | — | — | — | $2.2M | 1.0% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $2.2M | 1.0% | |
| Vanguard Total Bond Fund | — | — | — | $1.6M | 0.7% | |
| through 2035 | — | — | — | $1.4M | 0.6% | |
| Vanguard Total International Stock Fund | — | — | — | $1.4M | 0.6% |
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