Plans listing this provider
41
0.07% of the 56,420 plans with Schedule H financials; 33 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 29 |
| 50 | Direct payment from the plan | 27 |
| 99 | Other fees | 7 |
| 49 | Other services | 6 |
| 16 | Consulting (general) | 5 |
| 26 | Investment advisory (participants) | 5 |
| 64 | Recordkeeping fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Rexel USA, Inc. Section 401(k) Savings Plan | Rexel USA | $972,479,673 | 8,633 | $21,250 |
| Hilcorp Energy Company 401(k) Savings Plan | Hilcorp Energy | $817,833,350 | 4,228 | $52,000 |
| RS&H, Inc. 401(k))plan | Reynolds Smith & Hills | $296,448,132 | 2,322 | $20,000 |
| Jensen Hughes 401(k) Plan | Jensen Hughes | $253,942,148 | 1,281 | $48,000 |
| Atlas Roofing Corporation 401(k) Profit Sharing Plan | Atlas Roofing | $196,139,012 | 1,909 | $0 |
| Hood Container Corporation 401(k) Savings Plan | Hood Container | $185,441,562 | 2,109 | $0 |
| Davis-standard, LLC 401(k) Employee Savings Plan | Davis-standard | $172,897,753 | 1,012 | $50,000 |
| American Renal Management LLC 401(k) Plan | American Renal Management | $133,872,705 | 5,360 | $56,780 |
| Hood Packaging Corporation Savings Plan | Hood Packaging | $103,846,511 | 1,553 | $0 |
| Origami Risk 401(k) Savings & Investment Plan | Origami Risk | $75,410,947 | 994 | $25,000 |
| Hood Industries Retirement and Savings Plan | Hood Industries | $71,989,900 | 1,032 | $0 |
| Axens North America, Inc. Pension Savings Plan | Axens North America | $67,451,968 | 288 | $75,839 |
| Muncie Power Products Employees Retirement Plan | Muncie Power Products | $39,302,298 | 609 | $14,000 |
| Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees | Atlas Roofing | $34,209,520 | 558 | $0 |
| The Cleveland Museum of Art 401(k) Retirement Plan Fka the Cleveland Museum of Art 401(k) Plan | Cleveland Museum of Art | $31,754,438 | 490 | $12,000 |
| Trillium Flow Technologies 401(k) Plan | FR Flow Control Valves US Bidco | $31,689,408 | 622 | $42,531 |
| Aegeus 401(k) Plan | Aegeus Management Services | $26,642,112 | 346 | $14,413 |
| Hood Container Corporation Savings Plan for Union Employees | Hood Container | $25,705,096 | 158 | $0 |
| Pillar Care Continuum 401(k) Retirement Planrecordkeeper | Pillar Care Continuum | $25,269,047 | 398 | $22,500 |
| Washington State Hospital Association 401(k) & Retirement Plan | Washington State Hospital Association | $22,842,789 | 133 | $41,364 |
| Highline Grain Growers, Inc. 401(k) Plan | Highline Grain Growers | $22,594,235 | 132 | $10,312 |
| Johnson-barrow, Inc. 401(k) Profit Sharing Plan and Trust | Johnson-barrow | $22,006,213 | 7 | $30,138 |
| Workplace Options, LLC Retirement Savings Plan | Workplace Options | $20,766,715 | 581 | $26,619 |
| Oakland Management Tax-deferred Savings Plan | Oakland Management | $19,648,817 | 417 | $12,000 |
| Bell Nursery USA LLC 401(k) Planrecordkeeper | Bell Nursery USA | $19,504,402 | 331 | $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.