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North Marion School District

SEI Private Trust Company
(aka: SEI)

This Vendor Page has not been approved by SEI Private Trust Company,
but the information provided should be useful to you.

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 .

Product Information

Click the link(s) below for information on SEI investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with SEI accounts:

  • End of List

403(b) Investment Options

SEI offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

SEI does NOT accept Roth 403(b) contributions.

Marketing Information

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) - North Marion 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 North Marion - SEI Private Trust Company GROUP NUMBER: To Be Determined

North Marion EIN

When contacting SEI or its local contacts, you may require the North Marion EIN: 936000759

North Marion 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 North Marion 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 North Marion 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

North Marion requires a minimum monthly contribution of $10.00. Some Vendors may require minimum amounts higher than this while others may not (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.

North Marion Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the North Marion 403(b) Plan and much more on the North Marion Information Page, available by clicking here.