DOL Form 5500 · 2025 Plan Year

SEI INVESTMENTS COMPANY

SEI CAPITAL ACCUMULATION PLAN

Defined ContributionPA
$1.0B
Plan Assets
5,729
Participants
2025
Plan Year
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Plan Details

Plan Name
SEI CAPITAL ACCUMULATION PLAN
Sponsor
SEI INVESTMENTS COMPANY
Sponsor EIN
231707341
Plan Number
002
Location
OAKS, PA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$1.0B
Participants
5,729
Filing Received
August 19, 2026
Plan Year
2025

About this Plan

SEI CAPITAL ACCUMULATION PLAN is a defined contribution retirement plan sponsored by SEI INVESTMENTS COMPANY, headquartered in OAKS, PA, holding approximately $1.0B in plan assets on behalf of 5,729 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).