How big is SEI Trust Company's plan?

SEI Trust Company's plan reported $73.8M in assets for 2024.

Original filing (PDF)20251007104323NAL0004645441002

SEI Trust Company

Name: SEI Trust Company — Galliard Stable Return Fund PI35, Form 5500 (2024)
Creator: SEI Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Galliard Stable Return Fund PI35

Employee benefit plan · SEI Trust Company's Galliard Stable Return Fund PI35 reported $73.8M in plan assets in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$73.8M

Net assets (EOY)

Plan identifiers

SEI Trust Company's EIN is 82-6665945.

EIN 82-6665945

Plan number 001

Plan year 2024

ACK ID 20251007104323NAL0004645441002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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 65% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (15th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SEI TRUST COMPANY

EIN

all filings

Address

1 FREEDOM VALLEY DRIVE · OAKS, PA · 19456

Phone

(610) 676-2369

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-03

Filed

2025-10-07

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0(0% 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.