Sargent And Lundy, L.l.c. 401(k) Plan: Login, Facts & Contact Information

Sargent And Lundy, L.l.c. 401(k) Plan Facts

Plan name
SARGENT & LUNDY SAVINGS INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SARGENT & LUNDY
Participants
4,649 (3,311 active employees)
Former employees with a balance
1,406
Plan assets
$1,246,988,475 at Dec 31, 2024
Average account balance
$248,602 across 5,016 accounts
Employer contributions
$20,290,616 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1981
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $74.5 million went into the plan in contributions, $20.3 million of it from the employer (27%).
  • $96.4 million was paid out to participants.
  • Investment and other income added $172.7 million.
  • Administrative expenses were $122,511, about $24 per account.

How the Sargent And Lundy, L.l.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,684$944.5 million$11.5 million$98.6 million
20203,899$1.07 billion$12.4 million$71.3 million
20214,011$1.18 billion$12.9 million$88.1 million
20223,996$950.7 million$14.3 million$81.2 million
20234,290$1.10 billion$17.1 million$90.3 million
20244,649$1.25 billion$20.3 million$96.4 million

Sargent And Lundy, L.l.c. 401(k) Contact Information

Phone
312-269-2130
Mailing address
55 EAST MONROE STREET, CHICAGO IL 60603
Plan sponsor
SARGENT & LUNDY
Employer identification number (EIN)
36-1729848
Plan number
003

Questions about the Sargent And Lundy, L.l.c. 401(k)

Does Sargent And Lundy, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $20.3 million, 27% of all contributions.

Does the Sargent And Lundy, L.l.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sargent And Lundy, L.l.c 401(k) plan?

4,649 participants at the start of plan year 2024, 3,311 of them active employees, and 1,406 former employees who still had money in the plan.

What is the average 401(k) balance at Sargent And Lundy, L.l.c?

About $248,602 per account: $1.25 billion in plan assets across 5,016 accounts with a balance at the end of plan year 2024.

Who manages the Sargent And Lundy, L.l.c 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sargent And Lundy, L.l.c. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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