Plans listing this provider
401
0.71% of the 56,420 plans with Schedule H financials; 368 in 2023
Providers › Gallagher Fiduciary Advisors LLC
Gallagher Fiduciary Advisors LLC
- Service provider, as named on Schedule C
- EIN 364291971
- Plan year 2024
- Direct compensation reported $11,151,671
Assets of those plans
$51,747,443,395
0.66% of all Schedule H plan assets
Plans where it is the recordkeeper
38
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$11,151,671
81% 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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 250 |
| 99 | Other fees | 113 |
| 50 | Direct payment from the plan | 97 |
| 16 | Consulting (general) | 53 |
| 70 | Consulting fees | 40 |
| 15 | Recordkeeping and information management | 38 |
| 49 | Other services | 38 |
| 64 | Recordkeeping fees | 37 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Southern Company Employee Savings Plan | Southern Company Services | $9,300,088,498 | 34,850 | $30,000 |
| CBRE 401(k) Plan | CBRE Services | $4,341,961,548 | 47,787 | $62,069 |
| Mcdonald's Corporation 401(k) Plan | McDonald’s | $3,740,355,629 | 18,131 | $55,000 |
| New York District Council of Carpenters Annuity FD | Board of Trustees of the NYDCC Annuity FD | $3,690,810,860 | 38,355 | $71,026 |
| Franklin Templeton 401(k) Retirement Plan | Franklin Resources | $2,796,746,897 | 6,627 | $123,819 |
| Dassault Systemes Employee Savings Plan Plus | Dassault Systemes Americas | $2,087,825,550 | 7,732 | $200,000 |
| Annuity Fund of Local No. One, I. A. T. S. E. | Board of Trustees Annuity Fund of Local No. One I.A.T.S.E. | $1,183,077,903 | 11,366 | $57,433 |
| Major League Baseball Players Investment Plan | Pension Committee of MLB Players Benefit Plan | $1,156,766,910 | 4,429 | $49,656 |
| First Horizon Corporation Savings Plan | First Horizon | $1,118,003,700 | 9,671 | $64,000 |
| The Adecco Group 401(k) Plan | Adecco | $874,356,743 | 11,202 | $130,702 |
| Fenwick & West LLP 401(k) Retirement Savings Plan | Fenwick & West | $686,939,371 | 1,824 | $8,160 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $9,620 |
| Sonic Healthcare USA Savings Plan | Sonic Healthcare USA | $587,783,024 | 5,971 | $60,000 |
| ION Group 401(k) Plan | ION Trading | $565,419,031 | 2,516 | $75,000 |
| Jeld-wen 401(k) Retirement Savings Plan | JELD-WEN Holding | $517,563,088 | 13,106 | $143,750 |
| Hyland Software 401(k) Plan | Hyland Software | $512,023,446 | 3,304 | $74,977 |
| Rheem Defined Contribution Plan | Rheem Manufacturing | $469,113,095 | 4,390 | $169,166 |
| Encore Group (USA) LLC Retirement Savings Plan | Encore Group (USA) | $453,237,264 | 11,662 | $80,000 |
| Surgery Partners 401(k) Plan | SP Management Services | $413,611,073 | 9,561 | $112,009 |
| World Kinect Corporation 401(k) Profit Sharing Plan | World Kinect | $382,699,985 | 2,970 | $10,500 |
| Brookshire's Employee Stock Ownership and 401(k) Plan | Brookshire Holdings | $381,187,355 | 16,299 | $0 |
| Roush 401(k) Profit Sharing Plan | Roush Industries | $366,546,610 | 3,912 | $65,000 |
| Ventura Foods, LLC Profit Sharing 401(k) Plan | Ventura Foods | $344,465,105 | 3,641 | $104,996 |
| Swire Coca-cola 401(k) Plan | Swire Pacific Holdings | $341,375,035 | 8,711 | $87,348 |
| Security Service Federal Credit Union Cash Accumulation Plan and Trust | Security Service Federal Credit Union | $315,562,932 | 2,526 | $100,000 |
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.