401k Record

Providers › Gallagher Fiduciary Advisors, LLC

Gallagher Fiduciary Advisors, LLC

Plans listing this provider

41

0.07% of the 56,420 plans with Schedule H financials; 33 in 2023

Assets of those plans

$3,838,769,254

0.05% of all Schedule H plan assets

Plans where it is the recordkeeper

3

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,049,640

85% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)29
50Direct payment from the plan27
99Other fees7
49Other services6
16Consulting (general)5
26Investment advisory (participants)5
64Recordkeeping fees3
15Recordkeeping and information management2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Rexel USA, Inc. Section 401(k) Savings PlanRexel USA $972,479,6738,633$21,250
Hilcorp Energy Company 401(k) Savings PlanHilcorp Energy $817,833,3504,228$52,000
RS&H, Inc. 401(k))planReynolds Smith & Hills $296,448,1322,322$20,000
Jensen Hughes 401(k) PlanJensen Hughes $253,942,1481,281$48,000
Atlas Roofing Corporation 401(k) Profit Sharing PlanAtlas Roofing $196,139,0121,909$0
Hood Container Corporation 401(k) Savings PlanHood Container $185,441,5622,109$0
Davis-standard, LLC 401(k) Employee Savings PlanDavis-standard $172,897,7531,012$50,000
American Renal Management LLC 401(k) PlanAmerican Renal Management $133,872,7055,360$56,780
Hood Packaging Corporation Savings PlanHood Packaging $103,846,5111,553$0
Origami Risk 401(k) Savings & Investment PlanOrigami Risk $75,410,947994$25,000
Hood Industries Retirement and Savings PlanHood Industries $71,989,9001,032$0
Axens North America, Inc. Pension Savings PlanAxens North America $67,451,968288$75,839
Muncie Power Products Employees Retirement PlanMuncie Power Products $39,302,298609$14,000
Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit EmployeesAtlas Roofing $34,209,520558$0
The Cleveland Museum of Art 401(k) Retirement Plan Fka the Cleveland Museum of Art 401(k) PlanCleveland Museum of Art $31,754,438490$12,000
Trillium Flow Technologies 401(k) PlanFR Flow Control Valves US Bidco $31,689,408622$42,531
Aegeus 401(k) PlanAegeus Management Services $26,642,112346$14,413
Hood Container Corporation Savings Plan for Union EmployeesHood Container $25,705,096158$0
Pillar Care Continuum 401(k) Retirement PlanrecordkeeperPillar Care Continuum $25,269,047398$22,500
Washington State Hospital Association 401(k) & Retirement PlanWashington State Hospital Association $22,842,789133$41,364
Highline Grain Growers, Inc. 401(k) PlanHighline Grain Growers $22,594,235132$10,312
Johnson-barrow, Inc. 401(k) Profit Sharing Plan and TrustJohnson-barrow $22,006,2137$30,138
Workplace Options, LLC Retirement Savings PlanWorkplace Options $20,766,715581$26,619
Oakland Management Tax-deferred Savings PlanOakland Management $19,648,817417$12,000
Bell Nursery USA LLC 401(k) PlanrecordkeeperBell Nursery USA $19,504,402331$30,580

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.