How big is SEI Solutions LLC's plan?

SEI Solutions LLC's plan reported $767K in assets and 54 participants for 2023.

Original filing (PDF)20240927145003NAL0004800914001

SEI Solutions LLC

Name: SEI Solutions LLC — SEI Solutions LLC 401(k) Plan, Form 5500 (2023)
Creator: SEI Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEI Solutions LLC 401(k) Plan

401(k) retirement plan · SEI Solutions LLC's SEI Solutions LLC 401(k) Plan held $767K in plan assets for 54 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Jason Trinks signed SEI Solutions LLC's 2023 Form 5500 as plan administrator.

Jason Trinks — 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

SEI Solutions LLC's EIN is 47-5644707.

EIN 47-5644707

Plan number 001

Plan year 2023

ACK ID 20240927145003NAL0004800914001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SEI Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SEI Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEI SOLUTIONS LLC.

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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

Knocking points off