Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
SEI Investments Company
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 72 retirement plans with 100 or more participants reported paying SEI Investments Company $5,000 or more. Those plans cover 294,296 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $37.8M. Per plan, the median was $229 per participant, with the middle half of plans between $109 and $359. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (14), New Jersey (9) and Pennsylvania (8).
In 2009 it appeared on 56 such filings; in 2024, 71 (up 27%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $109 | $229 | $359 |
| Compensation as a share of plan net assets | 0.19% | 0.30% | 0.38% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pfizer Savings Plan | Pfizer Inc. | NY | 57,113 | $22.0B | $475K |
| UFCW Local 1500 Pension Plan | Board of Trustees U.F.C.W. Local 1500 Pension Fund | NY | 31,393 | $946M | $2.4M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $665K |
| Frontier Communications Pension Plan | Frontier Communications Corporation | CT | 22,881 | $2.50B | $3.3M |
| Retirement Benefit Accumulation Plan for Employees of PWC | PWC US Group LLP | FL | 15,528 | $1.93B | $199K |
| The J.M. Smucker Company Employee Savings Plan | The J.M. Smucker Company | OH | 10,964 | $1.47B | $11K |
| Service Employees Pension Fund of Upstate NY Upstate New York | Service Employees Pension Fund of Upstate NY | NY | 9,408 | $230M | $897K |
| Capital Health Retirement Savings & Investment Plan | Capital Health System, Inc. | NJ | 8,230 | $450M | $38K |
| Upstate New York Engineers Pension Fund | BD of Trust Upstate New York Engineers Pension Fund | NY | 6,843 | $454M | $1.4M |
| Harsco Employees Pension Plan | Enviri Corporation | PA | 4,249 | $183M | $414K |
| Magnetek Flexcare Plus Retirement Pension Plan | Magnetek, Inc. | NY | 3,951 | $93.2M | $436K |
| Ardagh North America Retirement Income Plan | Ardagh Glass Inc. | IN | 3,942 | $516M | $1.3M |
| Baptist Health System Retirement Plan | Baptist Health System, Inc. | FL | 3,901 | $531M | $1.8M |
| Pension Plan of Independence Blue Cross | Independence Blue Cross, LLC | PA | 3,786 | $686M | $688K |
| First Financial Bancorp Employees' Pension Plan and Trust | First Financial Bancorp | OH | 3,320 | $150M | $628K |
| Annuity Fund of Wardrobe Attendants Union Local 764 | Board of Trustees - Annuity Fund Local 764 | NY | 3,204 | $177M | $456K |
| Connecticut Plumbers & Pipefitters Pension Plan | Board of Trustees, CT Plumbers & Pipefitters Pension Fund | CT | 3,090 | $304M | $1.0M |
| Unitypoint Health Central Illinois Pension Plan | Methodist Health Services Corporation | IL | 2,999 | $264M | $951K |
| Carle Health Central Illinois Pension Plan | The Carle Foundation | IL | 2,935 | $213M | $386K |
| Hexion Inc. Pension Plan | Hexion Inc. | OH | 2,890 | $124M | $195K |
| Plumbers Union Local No. 12 Pension | Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund | MA | 2,836 | $428M | $1.1M |
| Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company | Alfa Mutual Insurance Company | AL | 2,830 | $272M | $106K |
| Steelworkers Western Independent Shops Pension Plan | Board of Trustees, Steelworkers Western Independent | CA | 2,754 | $131M | $810K |
| Danfoss Power Solutions Employees' Retirement Plan | Danfoss Power Solutions US Company | IA | 2,648 | $151M | $295K |
| Pension Fund of Wardrobe Attendants Union Local 764 | Board of Trustees - Pension Fund Local 764 | NY | 2,497 | $169M | $510K |
| Big Heart Pet Brands Retirement Plan | The J.M. Smucker Company | OH | 2,325 | $121M | $305K |
| Dairy Industry - Union Pension Plan for Philadelphia and Vicinity | Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & | NJ | 2,291 | $135M | $522K |
| IBEW Local No. 236 Pension Plan | IBEW Local No. 236 Pension Plan | NY | 2,259 | $433M | $1.0M |
| Stagehands Local Two Annuity Plan | Board of Trustees - Stagehands Local Two | IL | 2,234 | $105M | $407K |
| Franklin Electric Co., Inc. Pension Plan | Franklin Electric Co., Inc. | IN | 2,128 | $101M | $211K |
| IBEW Local No. 236 Annuity Plan | IBEW Local No. 236 Annuity Plan | NY | 2,126 | $132M | $291K |
| The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension PL | Pension FD of the Phila.bakery Employers Food | NJ | 2,119 | $226M | $763K |
| Evergy, Inc. Joint Trusteed Retirement Plan | Evergy, Inc. | MO | 2,069 | $231M | $512K |
| Six Flags, Inc. Pension Plan | Six Flags Entertainment Corporation | TX | 2,037 | $162M | $617K |
| Momentive Performance Materials Inc. Pension Plan | Momentive Performance Materials Inc. | NY | 1,947 | $135M | $107K |
| Pfizer Savings Plan for Employees Resident in Puerto Rico | PBG Puerto Rico LLC | PR | 1,869 | $395M | $11K |
| Pearson Inc. Pension Plan | Pearson Education, Inc. | NJ | 1,821 | $65.3M | $196K |
| Stagehands Local Two Retirement Plan | BD of Trustees Stagehands Local | IL | 1,688 | $156M | $604K |
| National Service Industries Pension Plan B | Englewood Holdings Corp. (Fka National Service Industries,inc.)a Ca Co. | CA | 1,678 | $45.6M | $447K |
| Northern California Plastering Industry Pension Plan | Board of Trustees, Northern California Plastering Industry Pen | CA | 1,635 | $172M | $375K |
Questions and answers
How many plans does SEI Investments Company serve?
72 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay SEI Investments Company?
The median plan reported $229 per participant in direct and indirect compensation (71 plans reporting an amount), or 0.30% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (56 plans), Trustee (bank, trust company, or similar financial institution) (32 plans), Custodial (securities) (23 plans) and Trustee (directed) (18 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.