DAWN McMillin signed Sargent & Lundy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sargent & Lundy's EIN is 36-1729848.
Download the official 2024 Form 5500 (PDF) for Sargent & Lundy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sargent & Lundy's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$431K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $282K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Inst Index | Mutual Funds | — | — | $113.4M | 9.1% | |
| FIDELITY SHORT INTMEDIATE COM POOL FIDELITY MANAGMENT TRUST CO · EIN 04-3022712 / PN 096 | Common Collective Trust | — | — | $102.6M | 8.2% | |
| Brokerage Account * Fidelity Mgmt. Trust Co. Brokerage Account | Self-Directed Brokerage | — | — | $83.8M | 6.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $69.8M | 5.6% | |
| The Vanguard Group Vanguard Total Stock Market IS | Mutual Funds | — | — | $64.9M | 5.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $51.5M | 4.1% | |
| Fidelity Investments FID Magellan K Fund | Mutual Funds | — | — | $45.0M | 3.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $34.9M | 2.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $31.2M | 2.5% | |
| Fidelity Investments FID Contrafund Fund K6 | Mutual Funds | — | — | $26.3M | 2.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $25.3M | 2.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $24.4M | 2.0% | |
| PIMCO Global Advisors PIM Tot Return Inst Fund | Mutual Funds | — | — | $22.2M | 1.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $20.9M | 1.7% | |
| Fidelity Investments FID Blue Chip Growth K6 | Mutual Funds | — | — | $18.1M | 1.5% | |
| Fidelity Investments FID Growth CO K Fund | Mutual Funds | — | — | $17.7M | 1.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.2M | 1.4% | |
| Fidelity Investments FID SEL Semiconductor Fund | Mutual Funds | — | — | $15.6M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.5M | 1.2% | |
| Neuberger Berman NB Sustain EQ R6 | Other securities | — | — | $14.0M | 1.1% | |
| The Vanguard Group Vanguard Total Bond Market Inst | Mutual Funds | — | — | $13.4M | 1.1% | |
| Fidelity Investments FID Diversified Intl Fund K6 | Mutual Funds | — | — | $12.0M | 1.0% | |
| Fidelity Investments FID Total Mkt Idx | Common Collective Trusts | — | — | $11.4M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.0M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.9% | |
| Fidelity Investments FID Growth Strat K6 | Mutual Funds | — | — | $10.3M | 0.8% | |
| Fidelity Investments FID SEL Technology Fund | Mutual Funds | — | — | $9.8M | 0.8% | |
| American Funds AF Wash Mutl Inv R6 | Mutual Funds | — | — | $9.6M | 0.8% | |
| Janus Funds J H Mid Cap Val N Fund | Mutual Funds | — | — | $8.8M | 0.7% | |
| The Vanguard Group Vanguard Total Intl Stock IS | Mutual Funds | — | — | $8.8M | 0.7% | |
| Fidelity Investments FID Mega Cap Stock Fund | Mutual Funds | — | — | $8.7M | 0.7% | |
| Fidelity Investments FID Ext Mkt IDX | Common Collective Trusts | — | — | $8.1M | 0.6% | |
| Fidelity Investments FID Intl Value | Mutual Funds | — | — | $8.0M | 0.6% | |
| Participant Loans to 9.50% with maturity through | Bonds / Notes | — | — | $7.8M | 0.6% | |
| Fidelity Investments FID OTC K Fund | Mutual Funds | — | — | $7.0M | 0.6% | |
| Artisan Funds Artisan Intl Inst | Other securities | — | — | $6.9M | 0.6% | |
| s (Continued) * Fidelity Investments FID NASDAQ Comp Indx | Mutual Funds | — | — | $6.5M | 0.5% | |
| Fidelity Investments FID Intl Index | Mutual Funds | — | — | $6.4M | 0.5% | |
| Victory Vict Emrg Mkts Inst | Other securities | — | — | $5.8M | 0.5% | |
| Fidelity Investments FID Capital and Income Fund | Mutual Funds | — | — | $5.5M | 0.4% | |
| Fidelity Investments FID Growth Discovery K Fund | Mutual Funds | — | — | $5.4M | 0.4% | |
| Janus Funds J H Enterprise N Fund | Mutual Funds | — | — | $5.3M | 0.4% | |
| Primecap PRMCP Odyssey Stock | Mutual Funds | — | — | $4.9M | 0.4% | |
| Fidelity Investments FID Total Bond K6 | Mutual Funds | — | — | $4.8M | 0.4% | |
| Fidelity Investments FID Focused Stock Fund | Mutual Funds | — | — | $4.6M | 0.4% | |
| Fidelity Investments FID Freedom 2030 Fund | Mutual Funds | — | — | $4.5M | 0.4% | |
| T. Rowe Price TRP Growth Stock Fund I | Other securities | — | — | $4.4M | 0.3% | |
| Fidelity Investments FID Balanced Fund K | Mutual Funds | — | — | $4.3M | 0.3% | |
| Fidelity Investments FID Mid Cap Stock K Fund | Mutual Funds | — | — | $4.1M | 0.3% | |
| Fidelity Investments FID SEL Energy Fund | Mutual Funds | — | — | $4.0M | 0.3% |
