# Sargent & Lundy 401(k) Plan
Source: https://planprovider.pro/companies/sargent-lundy-401k-plan

> Sargent & Lundy's 401(k) plan: 3,311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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