Plan Snapshot
- Plan Sponsor: Sargent & Lundy
- Sponsor EIN: 361729848
- Sponsor Address: 55 EAST MONROE STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 3,311
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,311 | $1.2B | $20.3M | $43.4M |
| 2023 | 2,892 | $1.1B | $17.1M | $36.9M |
| 2022 | 2,527 | $950.7M | $14.3M | $31.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $122,511 | $564,006 | $1,200 | — | — |
| 2023 | $288,780 | $625,940 | $300 | — | — |
| 2022 | $506,533 | $662,918 | — | — | — |