DOL Form 5500 · 2024 Plan Year

SEI INVESTMENTS COMPANY

SEI CAPITAL ACCUMULATION PLAN

Defined ContributionPA
$881.8M
Plan Assets
5,673
Participants
2024
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)
$881.8M
Participants
5,673
Filing Received
September 18, 2025
Plan Year
2024

About this Plan

SEI CAPITAL ACCUMULATION PLAN is a defined contribution retirement plan sponsored by SEI INVESTMENTS COMPANY, headquartered in OAKS, PA, holding approximately $881.8M in plan assets on behalf of 5,673 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).