SEI INVESTMENTS
72 known aliases resolved via the canonical alias map
Market position · 2024
Plans served185-18 YoYRank #125 of mapped providers
Assets under administration$133.1B0.1%Market share · rank #103
Fees received$58MMedian $151,550/planSum across Schedule C direct + indirect
Net wins YoY-1515 won · 30 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SEI INVESTMENTS plan look like?
Service mix · median fees per plan
Count of plans where SEI INVESTMENTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 82 | $144,393 | |
Trustee (directed); Other services; Investment management; Investment management fees paid indirectly by plan; Custodial (securities); Float revenue; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution)Code 19 | 39 | $174,020 | |
Trustee (discretionary); Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 24 | $150,207 | |
Other fees; Investment advisory (plan)Code 27 | 14 | $60,957 | |
Trustee (discretionary); Investment management; Investment management fees paid indirectly by plan; Actuarial; Trustee (bank, trust company, or similar financial institution); Consulting fees; Recordkeeping fees; Consulting (pension); Copying and duplicating; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communicationCode 11 | 9 | $343,124 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (directed); Other services; Investment management fees paid directly by plan; Float revenue; Custodial (securities); Securities brokerage; Investment management; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution)Code 15 | 3 | $238,703 | |
Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $549,457 | |
Investment management; Trustee (bank, trust company, or similar financial institution); Accounting (including auditing)Code 10 | 2 | $216,172 |
Competitor overlap
Percent of SEI INVESTMENTS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SEI INVESTMENTS.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | ELM MONEY MANAGEMENT LLC | $10.0B |
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-001 | WITHUMSMITH+BROWN, PC | $4.6B |
BOY SCOUTS OF AMERICATX · 221576300-001 | MORGAN STANLEY SMITH BARNEY | $1.4B |
WESTERN CONNECTICUT HEALTH NETWORK, INC.CT · 222594977-001 | MARQUETTE ASSOCIATES | $964M |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | INTECH INVESTMENT MANAGEMENT LLC | $767M |
ALFA MUTUAL INSURANCE COMPANYAL · 630262164-002 | PRINCIPAL LIFE INSURANCE COMPANY | $272M |
GUNSTER, YOAKLEY & STEWART, P.A.FL · 591450702-006 | NORTH AMERICAN KTRADE ALLIANCE, LLC | $243M |
BOARD OF TRUSTEES - ANNUITY FUND LOCAL 764NY · 133720229-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $177M |
BOARD OF TRUSTEES - PENSION FUND LOCAL 764NY · 136137855-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $171M |
STACY L. VILAORI · 050499357-001 | (new plan) | $122M |
Plans lost in 2024
Appeared last year under SEI INVESTMENTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | PGIM INVESTMENTS | $57.4B |
PENSKE TRUCK LEASING CO., L.P.PA · 232518618-014 | FIDELITY INVESTMENTS INSTITUTIONAL | $656M |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AMERICAN REALTY ADVISORS | $640M |
IBEW LOCAL NO. 236 PENSION PLANNY · 141490934-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $346M |
THRYV HOLDINGS, INC.TX · 132740040-007 | WELLS FARGO BANK, N.A. | $288M |
SANFORD HEALTHSD · 311527032-001 | FAEGRE DRINKER BIDDLE & REATH LLP | $236M |
VIBRANTZ CORPORATIONOH · 340217820-007 | CBIZ RETIREMENT PLAN SERVICES | $194M |
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-003 | FRUSH CONSULTING | $183M |
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-001 | COMERICA BANK | $173M |
AQUARION COMPANYCT · 060852232-001 | STATE STREET GLOBAL ADVISORS | $150M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $474,587 | 9y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $17,451 | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $664,590 | 8y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $309,011 | 2y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $7,327 | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $171,008 | 10y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $127,782 | 6y | - |
DISCOVER FINANCIAL SERVICESIL · 362517428-003 | $3.2B | 27,261 | $0 | 8y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $869,911 | 10y | - |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $1M | 10y | - |
Flag exposure
91.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (72)
Raw Schedule C names collapsed into SEI INVESTMENTS.
- COOKE & BEILER
- COOKE & BEILER LP
- COOKE & BIELER
- COOKE & BIELER INC.
- COOKE & BIELER L.P.
- COOKE & BIELER LP
- COOKE & BIELER, INC
- COOKE & BIELER, INC,
- COOKE & BIELER, INC.
- COOKE & BIELER, L.P.
- COOKE & BIELER, LP
- COOKE & BIELER, LP INVESTMENT
- COOKE AND BEILER LP
- COOKE AND BIELER
- COOKE AND BIELER LP
- JOHN W. BRISTOL & CO.
- JOHN W. BRISTOL & CO. INC.
- JOHN W. BRISTOL & CO., INC.
- S.E.I. INVESTMENTS
- SEI
- SEI - PRIVATE TRUST CO.
- SEI FINANICAL SERVICES CO
- SEI FUNDS
- SEI GLOBAL PRIVATE ASSETS V FUND
- SEI GLOBAL PRIVATE ASSETS VI FUND
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SEI INVESTMENTS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.08% | 7.76% | -6.68 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 2.16% | 1.71% | +0.45 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.54% | 1.76% | -1.22 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SEI INVESTMENTS. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).