Sargent & Greenleaf, Inc. 401(k) Plan: Login, Facts & Contact Information
Sargent & Greenleaf, Inc. 401(k) Login
25 former Sargent & Greenleaf, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Sargent & Greenleaf, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $930,830 went into the plan in contributions, $290,730 of it from the employer (31%).
- $965,270 was paid out to participants.
- Investment and other income added $747,544.
- Administrative expenses were $25,878, about $182 per account.
How the Sargent & Greenleaf, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 112 | $1.09 million | $73,131 | $123,737 |
| 2020 | 112 | $1.83 million | $172,589 | $100,114 |
| 2021 | 114 | $2.65 million | $199,821 | $163,238 |
| 2022 | 249 | $4.82 million | $227,600 | $1.70 million |
| 2023 | 215 | $5.54 million | $221,647 | $1.03 million |
| 2024 | 200 | $6.22 million | $290,730 | $965,270 |
Sargent & Greenleaf, Inc. 401(k) Contact Information
Questions about the Sargent & Greenleaf, Inc. 401(k)
Does Sargent & Greenleaf, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $290,730, 31% of all contributions.
Does the Sargent & Greenleaf, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Sargent & Greenleaf, Inc 401(k) plan?
200 participants at the start of plan year 2024, 161 of them active employees, and 25 former employees who still had money in the plan.
What is the average 401(k) balance at Sargent & Greenleaf, Inc?
About $43,827 per account: $6.22 million in plan assets across 142 accounts with a balance at the end of plan year 2024.
Who manages the Sargent & Greenleaf, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Sargent & Greenleaf, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.