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Original filing (PDF)20251007091521NAL0011086754001
SEI TRUST COMPANY
Form 5500
FILING_RECEIVED
ARTISAN MULTIPLE INVESTMENT TRUST II
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$303.6M
Net assets (EOY)
$303.6M
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 (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEI TRUST COMPANY.
Plan sponsor
Name
SEI TRUST COMPANY
EIN
83-0772697
Address
1 FREEDOM VALLEY DRIVE · OAKS, PA · 194569989
Phone
(610) 676-2369
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
123
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $303.6M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARTISAN GLOBAL OPPORTUNITIES TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $303.6M | 100.0% |
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