Sei Investments Company 401(k) Plan: Login, Facts & Contact Information

Sei Investments Company 401(k) Plan Facts

Plan name
SEI CAPITAL ACCUMULATION PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SEI INVESTMENTS COMPANY
Participants
5,673 (4,327 active employees)
Former employees with a balance
1,258
Plan assets
$881,802,713 at Dec 31, 2024
Average account balance
$160,474 across 5,495 accounts
Employer contributions
$19,103,548 in plan year 2024 (29% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1983
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $66.6 million went into the plan in contributions, $19.1 million of it from the employer (29%).
  • $65.6 million was paid out to participants.
  • Investment and other income added $116.1 million.
  • Administrative expenses were $55,692, about $10 per account.

How the Sei Investments Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,292$595.2 million$13.0 million$37.9 million
20204,251$669.5 million$13.6 million$28.4 million
20214,644$767.4 million$14.8 million$50.5 million
20224,902$667.9 million$16.8 million$53.2 million
20235,419$766.3 million$18.1 million$72.4 million
20245,673$881.8 million$19.1 million$65.6 million

Sei Investments Company 401(k) Contact Information

Phone
610-676-2020
Mailing address
1 FREEDOM VALLEY DRIVE, OAKS PA 19456
Plan sponsor
SEI INVESTMENTS COMPANY
Plan administrator
SEI CAPITAL ACCUMULATION PLAN ADMINISTRATION COMMITTEE
Employer identification number (EIN)
23-1707341
Plan number
002

Questions about the Sei Investments Company 401(k)

Does Sei Investments Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $19.1 million, 29% of all contributions.

Does the Sei Investments Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sei Investments Company 401(k) plan?

5,673 participants at the start of plan year 2024, 4,327 of them active employees, and 1,258 former employees who still had money in the plan.

What is the average 401(k) balance at Sei Investments Company?

About $160,474 per account: $881.8 million in plan assets across 5,495 accounts with a balance at the end of plan year 2024.

Who manages the Sei Investments Company 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sei Investments Company. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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