How big is SEI Incentives, Ltd.'s plan?

SEI Incentives, Ltd.'s plan reported $627K in assets and 8 participants for 2024.

Original filing (PDF)20251015091448NAL0002153603001

SEI Incentives, Ltd.

Name: SEI Incentives, Ltd. — SEI Incentives, Ltd. 401(k), Form 5500 (2024)
Creator: SEI Incentives, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEI Incentives, Ltd. 401(k) Plan

401(k) retirement plan · SEI Incentives, Ltd.'s SEI Incentives, Ltd. 401(k) Plan held $627K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

Plan identifiers

SEI Incentives, Ltd.'s EIN is 75-2502022.

EIN 75-2502022

Plan number 001

Plan year 2024

ACK ID 20251015091448NAL0002153603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SEI Incentives, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SEI Incentives, Ltd.'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 INCENTIVES, LTD.

Finding similar companies…

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

SEI INCENTIVES, LTD

EIN

all filings

Address

122 W. CARPENTER FWY., · SUITE 400 · IRVING, TX · 75039

Phone

(972) 793-5681

Industry

Admin Support & Waste Mgmt

Plan administrator