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Original filing (PDF)20251015150948NAL0009956290001
SEEC, INC.
Form 5500
FILING_RECEIVED
SEEC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
254
Accounts w/ balance
268
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEEC, INC..
Plan sponsor
Name
SEEC, INC.
EIN
52-1557285
Address
1300 SPRING STREET · SUITE 400 · SILVER SPRING, MD · 20910
Phone
(301) 576-9000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GORFINE SCHILLER GARDYN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $78K | — |
| BENCHMARK RETIREMENT PLAN SERVICES | 82-2717929 | — | CONTRACT ADMINISTRATOR | $6K | — |
Investments
43 direct securities · 1 pooled fund· $9.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.6M
42 holdings
Pooled Separate Account
$66K
1 holding
Pooled Separate Accounts
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AM FDS 2030 TRGT DTE RTM R6 FD Registered investment companies N/A 135,488 (1) | — | — | — | $2.3M | 24.3% | |
| AM FDS 2025 TRGT DTE RTM R6 FD Registered investment companies N/A 107,597 (1) | — | — | — | $1.6M | 17.0% | |
| AM FDS 2035 TRGT DTE RTM R6 FD Registered investment companies N/A 55,692 (1) | — | — | — | $1.1M | 11.0% | |
| AM FDS 2020 TRGT DTE RTM R6 FD Registered investment companies N/A 77,344 (1) | — | — | — | $1.0M | 10.8% | |
| AM FDS 2045 TRGT DTE RTM R6 FD Registered investment companies N/A 20,558 (1) | — | — | — | $436K | 4.5% | |
| AM FDS 2050 TRGT DTE RTM R6 FD Registered investment companies N/A 20,211 (1) | — | — | — | $422K | 4.4% | |
| LARGECAP S&P 500 IDX INST FUND++ Registered investment companies N/A 13,618 (1) | — | — | — | $386K | 4.0% | |
| JP MORGAN GRW ADVANTAGE R6 FD Registered investment companies N/A 8,933 (1) | — | — | — | $380K | 3.9% | |
| AM FDS 2055 TRGT DTE RTM R6 FD Registered investment companies N/A 13,517 (1) | — | — | — | $357K | 3.7% | |
| AM FDS 2040 TRGT DTE RTM R6 FD Registered investment companies N/A 16,844 (1) | — | — | — | $346K | 3.6% | |
| Notes receivable from participants Loans Various 4.25-9.50% N/A - | — | — | — | $207K | 2.2% | |
| Fully Benefit-Responsive Investment Principal Fixed Income Guarenteed Option Fully benefit-responsive investment N/A (1) | — | — | — | $198K | 2.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD Registered investment companies N/A 9,865 (1) | — | — | — | $177K | 1.8% | |
| FIDELITY MID CP INDEX FUND Registered investment companies N/A 2,841 (1) | — | — | — | $96K | 1.0% | |
| MAP CONTRACT SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.7% | |
| FIDELITY EMERG MKT INDEX FUND Registered investment companies N/A 6,317 (1) | — | — | — | $66K | 0.7% | |
| Registered investment companies SMALLCAP GROWTH I R6 FUND++ Registered investment companies N/A 3,917 (1) | — | — | — | $58K | 0.6% | |
| PUTNAM LARGE CAP VALUE R6 FUND Registered investment companies N/A 1,595 (1) | — | — | — | $55K | 0.6% | |
| MFS INTL GROWTH R6 FUND Registered investment companies N/A 1,277 (1) | — | — | — | $53K | 0.5% | |
| BOND MARKET INDEX INST FUND++ Registered investment companies N/A 5,995 (1) | — | — | — | $50K | 0.5% | |
| AMERICAN FUNDS 2070 TDR R6 FD Registered investment companies N/A 6 (1) 60 COLUMBIA STRAT INCOME I3 FUND Registered investment companies N/A 2,302 (1) | — | — | — | $49K | 0.5% | |
| AM FDS 2015 TRGT DTE RTM R6 FD Registered investment companies N/A 3,537 (1) | — | — | — | $43K | 0.4% | |
| AM FDS 2065 TRGT DTE RTM R6 FD Registered investment companies N/A 2,044 (1) | — | — | — | $36K | 0.4% | |
| FIDELITY SM CAP INDEX FUND Registered investment companies N/A 767 (1) | — | — | — | $21K | 0.2% | |
| AM FDS 2010 TRGT DTE RTM R6 FD Registered investment companies N/A 1,656 (1) | — | — | — | $19K | 0.2% | |
| ALLSPRING SPEC SM CP VALUE R6 Registered investment companies N/A 352 (1) | — | — | — | $14K | 0.1% | |
| MFS MID-CAP GROWTH R6 FUND Registered investment companies N/A 430 (1) | — | — | — | $14K | 0.1% | |
| Voya Gov Money Market Port I Pooled separate account N/A 827 (1) | — | — | — | $11K | 0.1% | |
| Invesco VI Core Eqty Fund SI Pooled separate account N/A 4 (1) 129 VY Invesco Eqty & Inc Pt I Pooled separate account N/A 305 (1) | — | — | — | $9K | <0.1% | |
| VOYA RETIREMENT INS AND ANNUITY CO Fidelity VIP Eqty-Inc Prt I | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| PGIM TOTAL RET BOND R6 FD Registered investment companies N/A 622 (1) | — | — | — | $7K | <0.1% | |
| VY TRwPr Divr MdCp Gr Pt I Pooled separate account N/A 3 (1) 172 * Voya Balanced Income Port Ins Pooled separate account N/A 698 (1) | — | — | — | $7K | <0.1% | |
| AMERICAN CENTUR MID-CAP VAL R6 Registered investment companies N/A 438 (1) | — | — | — | $7K | <0.1% | |
| Fidelity VIP Growth Port I Pooled separate account N/A 45 (1) | — | — | — | $5K | <0.1% | |
| Voya Index Plus MidCap Prt I Pooled separate account N/A 62 (1) | — | — | — | $4K | <0.1% | |
| VOYA RETIREMENT INS AND ANNUITY CO Voya Balanced Portfolio I 0 VOYA RETIREMENT INS AND ANNUITY CO Voya Glob Insights Port Init | — | — | — | $4K | <0.1% | |
| Voya Growth and Income Port I Pooled separate account N/A 49 (1) | — | — | — | $3K | <0.1% | |
| Voya Large Cap Value Port Ins Pooled separate account N/A 85 (1) | — | — | — | $2K | <0.1% | |
| Voya Intermediate Bond Prt I Pooled separate account N/A 101 (1) | — | — | — | $2K | <0.1% | |
| Voya Large Cap Growth Prt Ins Pooled separate account N/A 29 (1) | — | — | — | $2K | <0.1% | |
| Voya Small Company Port I Pooled separate account N/A 19 (1) | — | — | — | $2K | <0.1% | |
| Fidelity VIP Overseas Prt I Pooled separate account N/A 6 (1) 175 Franklin Small Cap Val VIP 2 Pooled separate account N/A 26 (1) | — | — | — | $1K | <0.1% | |
| Voya Global Bond Port I Pooled separate account N/A 104 (1) | — | — | — | $1K | <0.1% | |
| Voya Index Plus SmallCap Prt I Pooled separate account N/A 26 (1) | — | — | — | $1K | <0.1% |
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