Plan Ledger DOL Form 5500 · updated monthly

Sei-Services, LLC401(k)

SEI 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Sei-Services, LLC reported $103,197 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.129%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 410th-largest of 3,295 plans among Ohio employers on file, and the 1,687th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$88,961,804
Participants with balances525
Active participants597
Employer contributions$0
Employee contributions$8,294,813
Employer contribution per active participant$0
Average account balance$169,451
Benefits paid to participants$5,437,067
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$89.0M · 525 accts
2023$70.8M · 510 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,012
Investment management$63,185
Total administrative$103,197
The Sei-Services, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Sei-Services, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES · Investment advisory (plan)$59,711
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,012

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$103,197 · 0.13%
2023$80,193 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Ohio
Eastman & Smith LTD. OH$106.2M · 0.10%
Hill, Barth & King, LLC OH$97.2M · 0.09%
Rea & Associates, Inc. OH$95.8M · 0.01%
Sea, LTD. OH$87.8M · 0.19%
Csa America Standards, Inc. OH$85.4M · 0.08%
Matrix Technologies, Inc. OH$80.3M · 0.20%
E-Technologies Group, Inc. OH$79.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364545379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.