Sargent & Lundy Puerto Rico retirement plan: assets, participants and fees
What Sargent & Lundy Puerto Rico's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bppr - Popular Fiduciary Services | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Sargent & Lundy Puerto Rico: employer contribution per participant | $4,820 | |
| Peer median | $2,719 |
| Sargent & Lundy Puerto Rico: average balance | $38,408 | |
| Peer median | $85,424 |
| Sargent & Lundy Puerto Rico: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $620K at the end of plan year 2022 to $9.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 245 | $9.4M | $1.2M | $4,820 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 227 | $5.8M | $1M | $4,519 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 174 | $3M | $691K | $3,993 | 0.21% | Not published | 5500-SF ↗ |
| 2022 | 96 | $620K | $260K | $2,706 | 0.09% | Not published | 5500-SF ↗ |
Common questions
Does Sargent & Lundy Puerto Rico match 401(k) contributions?
The match terms for the S&L Pr Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $4,820 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sargent & Lundy Puerto Rico 401(k) match vested?
The vesting schedule for the S&L Pr Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sargent & Lundy Puerto Rico 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Bppr - Popular Fiduciary Services. The plan administrator is Sargent & Lundy Puerto Rico, LLC.
I left Sargent & Lundy Puerto Rico. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sargent & Lundy Puerto Rico, LLC, (312) 269-2000) or the recordkeeper, Bppr - Popular Fiduciary Services. The Sargent & Lundy Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Sargent & Lundy Puerto Rico 401(k)
Data from the public Form 5500 annual reports Sargent & Lundy Puerto Rico filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sargent & Lundy Puerto Rico. Not financial advice. Report a correction · Methodology