SEI Private Trust Company (aka: SEI) - General Status
SEI has not yet posted a company statement or 403(b) market status update at this time.
SEI Private Trust Company (aka: SEI) Web Homepage
SEI Homepage may be accessed here .
Click the link(s) below for information on SEI investment products:
Click the link(s) below for information on the fees associated with SEI accounts:
403(b) Investment Options
SEI offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
SEI does NOT accept Roth 403(b) contributions.
Investment products of SEI are marketed using the following approaches:
- End of List Declared by SEI
Helpful Employee Resources
SEI has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment SEI provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with SEI, please visit our General SEI Private Trust Company Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
SEI Private Trust Company (aka: SEI) - Grants Pass Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
SEI Private Trust Company Plan Number
When contacting SEI or its local contacts, have ready your Grants Pass - SEI Private Trust Company GROUP NUMBER: To Be Determined
Grants Pass EIN
When contacting SEI or its local contacts, you may require the Grants Pass EIN: 936000542
Grants Pass Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for SEI on Grants Pass list of authorized vendors.
Request Additional Information from SEI Private Trust Company
Contact SEI directly if you have additional questions about SEI products or services.
Information Sharing Agreement, If Applicable
SEI Private Trust Company has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Grants Pass 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
SEI Private Trust Company
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
SEI has not provided copies of or links to any Vendor Forms. Please contact SEI to request any forms you might need.
Grants Pass Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Grants Pass 403(b) Plan and much more on the Grants Pass Information Page, available by clicking here.