SEI-GROUP 401(K) PLAN AND TRUST Investment Options
Available Funds in SEI-GROUP 401(K) PLAN AND TRUST
Below is the lineup of investment options available to participants in SEI-GROUP 401(K) PLAN AND TRUST. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Description |
|---|
| Retirement to 2050 Managed Portfolio |
| Retirement to 2040 Managed Portfolio |
| Retirement to 2030 Managed Portfolio |
| Retirement to 2025 Managed Portfolio |
| Retirement to 2020 Managed Portfolio |
| Retirement to 2010 Managed Portfolio |
| Lifestyle Aggressive – Active Strategy |
| Lifestyle Growth – Active Strategy |
| Lifestyle Balanced – Active Strategy |
| Lifestyle Moderate – Active Strategy |
| EuroPacific Growth Fund |
| International Equity |
| Invesco Small Cap Growth Fund |
| iShares Gold Trust |
| New World Fund |
| Royce Small Cap Opportunity Fund |
| Science & Technology Fund |
| Small Cap |
| Small Cap World Fund |
| Sprott Gold Equity Fund |
| T. Rowe Price Health Science |
| T. Rowe Price Science & Technology |
| Vanguard Value |
| Vanguard Energy Fund |
| Vanguard Explorer Fund |
| Vanguard Mid-Cap Growth |
| Vanguard Mid-Cap Value ETF |
| Vanguard Small Cap Growth Index Fund |
| Vanguard Small Cap Value Index Fund |
| 500 Index Fund |
| BlackRock Large Cap Focus Value |
| Capital Appreciation Fund |
| Capital World Growth & Income |
| Fidelity ContraFund |
| Invesco Oppenheimer Global |
| John Hancock Disciplined Value Fund |
| John Hancock Mid Cap Growth |
| John Hancock US Quality Growth |
| JP Morgan Large Cap Growth |
| MFS Utilities Fund |
| New Perspective Fund |
| American Funds Fundamental Investors |
| Parnassus Core Equity Fund |
| The Growth Fund of America |
| Income Fund of America |
| Investment Company of America |
| Vanguard Growth |
| Victory Diversified Stock |
| Washington Mutual Investors |
| American Balanced Fund |
| Capital Income Builder |
| Federated High Yield Bond |
| Fund Large Cap Value |
| John Hancock Bond Fund |
| PIMCO Real Return |
| US Government Securities |
| PAX Sustainable Allocation |
| Templeton World |
| T. Rowe Price Spectrum Inc. |
| Payden Managed Income Fund |
| Company (U.S.A.) JH Multi-Index 2065 Preservation Portfolio |
| JH Multi-Index 2060 Preservation Portfolio |
| JH Multi-Index 2055 Preservation Portfolio |
| JH Multi-Index 2050 Preservation Portfolio |
| JH Multi-Index 2045 Preservation Portfolio |
| JH Multi-Index 2040 Preservation Portfolio |
| JH Multi-Index 2035 Preservation Portfolio |
| JH Multi-Index 2030 Preservation Portfolio |
| JH Multi-Index 2025 Preservation Portfolio |
| JH Multi-Index 2010 Preservation Portfolio |
| maturing 2025 through 2032 |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in SEI-GROUP 401(K) PLAN AND TRUST. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Get Key Insights for This Plan
Join our community and get data-driven insights about SEI-GROUP 401(K) PLAN AND TRUST. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
- Meta’s 401(k): 50% Match, Immediate Vesting, and $670M on the Table
- Making Sense of Mixed Signals
- Nike’s 401(k) Match Is Dollar-for-Dollar, Even When the Swoosh Is Struggling
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching SEI-GROUP 401(K) PLAN AND TRUST
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- WARCO RETIREMENT PLAN (196 participants, $19,512,835)
- WATERPROOFING AFFILIATES GROUP 401K PLAN (196 participants, $9,114,260)
- PARK VENTURES, LLC AND AFFILIATES 401(K) RETIREMENT PLAN (196 participants, $8,754,226)
- ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN (196 participants, $8,413,299)
- ACTION TRAFFIC MAINTENANCE, INC. 401(K) PLAN (194 participants, $7,226,500)