Sargent & Lundy Savings Investment Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 003Employer EIN 36-1729848
- Participants (2025)
- 5,668
- Net assets (2025)
- $1.4 billion
- Recordkeeper
- Fidelity2009–2025
- Plan administrator
- Sargent & Lundy
55 East Monroe Street
Chicago, IL 60603
(312) 269-2130As filed for 2025 - In effect since
- January 1, 1981
Earlier plan names: Sargent and Lundy LLC Savings Investment Plan.
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 5,668 | $1.4 billion | Fidelity |
| 2024 | 5,050 | $1.2 billion | Fidelity |
| 2023 | 4,649 | $1.1 billion | Fidelity |
| 2022 | 4,290 | $950 million | Fidelity |
| 2021 | 3,996 | $1.2 billion | Fidelity |
| 2020 | 4,011 | $1.1 billion | Fidelity |
| 2019 | 3,899 | $944 million | Fidelity |
| 2018 | 3,684 | $833 million | Fidelity |
| 2017 | 3,805 | $897 million | Fidelity |
| 2016 | 3,927 | $797 million | Fidelity |
| 2015 | 4,022 | $748 million | Fidelity |
| 2014 | 4,064 | $740 million | Fidelity |
| 2013 | 3,990 | $697 million | Fidelity |
| 2012 | 3,885 | $594 million | Fidelity |
| 2011 | 3,934 | $523 million | Fidelity |
| 2010 | 3,816 | $517 million | Fidelity |
| 2009 | 3,953 | $456 million | Fidelity |