How big is SEI Trust Company's plan?

SEI Trust Company's plan reported $1.2B in assets for 2022.

Original filing (PDF)20230215135851NAL0026804659002

SEI Trust Company

Name: SEI Trust Company — Allspring Factor Enhanced US, Form 5500 (2022)
Creator: SEI Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Allspring Factor Enhanced US Large Cap Equity CIT

Employee benefit plan · SEI Trust Company's Allspring Factor Enhanced US Large Cap Equity CIT reported $1.2B in plan assets in 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$1.2B

Net assets (EOY)

Plan identifiers

SEI Trust Company's EIN is 85-6771011.

EIN 85-6771011

Plan number 001

Plan year 2022

ACK ID 20230215135851NAL0026804659002

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for SEI Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 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

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 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Below-peer total plan cost (91st percentile).
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

2022

Plan year begin

2022-01-01

Tax period

2022-04-26

Filed

2023-02-15

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.