Plans listing this provider
35
0.06% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › Gallagher Benefit Services
Gallagher Benefit Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $952,758
Assets of those plans
$1,847,052,869
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$952,758
97% 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) | 31 |
| 99 | Other fees | 3 |
| 13 | Contract administrator | 1 |
| 28 | Investment management | 1 |
| 50 | Direct payment from the plan | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Rexel USA, Inc. Section 401(k) Savings Plan | Rexel USA | $972,479,673 | 8,633 | $63,750 |
| Winona Health Employees' Retirement Plan | Winona Health Services | $96,688,018 | 1,235 | $45,000 |
| Mark Anthony Group 401(k) Plan | Mark Anthony Brands | $79,455,337 | 1,258 | $35,000 |
| Leerink Partners 401(k) Plan | Leerink Partners | $76,095,595 | 556 | $76,687 |
| B1bank Employee Retirement Plan and Trust | B1bank | $68,732,238 | 878 | $10,000 |
| Plunkett's Pest Control, Inc. Employee Savings Plan | Plunkett's Pest Control | $61,279,094 | 901 | $71,499 |
| Refined Technologies 401(k) Plan | Refined Technologies | $42,140,162 | 454 | $20,000 |
| Corus Orthodontists LLC 401(k) Plan | Corus Orthodontists | $42,062,770 | 309 | $75,523 |
| Metro Credit Union 401(k) Plan | Metro Credit Union | $38,918,289 | 434 | $10,500 |
| Intelligenesis 401(k) Plan | Intelligenesis | $35,378,216 | 215 | $47,543 |
| ST. John Knits International, Incorporated 401(k) Plan | ST. John Knits | $28,325,685 | 550 | $11,667 |
| Klas Enterprises, LLC 401(k) Plan | Klas Enterprises | $26,162,635 | 216 | $44,498 |
| Thomas Instrument, Inc. 401(k) Plan | Thomas Instrument | $23,121,846 | 248 | $33,109 |
| Geneva Software, Inc. 401(k) Retirement Plan | Geneva Software | $22,682,110 | 114 | $20,000 |
| Proctor Academy 401(k) Savings Plan | Proctor Academy | $22,284,445 | 254 | $41,045 |
| WTG Corporate Services, LLC and Affiliated Companies 401(k) Plan | WTG Corporate Services | $19,131,061 | 335 | not reported |
| Vierbicher Associates, Inc. 401(k) Plan | Vierbicher Associates | $18,076,096 | 142 | $50,709 |
| A-1 Freeman Moving & Storage, Inc. 401k Plan | A-1 Freeman Moving & Storage | $17,749,311 | 249 | $16,000 |
| The Trade Group, Inc. 401(k) Profit Sharing Plan | Trade Group | $16,281,845 | 200 | $20,000 |
| American Litho, Inc. 401(k) Plan | American Litho | $15,764,519 | 224 | $39,584 |
| Ventek Solutions LLC 401(k) Plan | Ventek Solutions | $13,583,163 | 533 | $3,396 |
| Mecum Auctions, Inc. 401(k) Retirement Plan | Mecum Auctions | $13,241,428 | 185 | $29,088 |
| Gecko Robotics, Inc. 401(k) Plan | Gecko Robotics | $11,782,404 | 245 | $3,609 |
| Info-tech 401k Retirement Plan | Info-tech Research Group | $11,440,640 | 271 | $22,736 |
| Globe Machine Manufacturing Company 401(k) Profit Sharing Plan and Trust | Globe Machine Manufacturing | $11,170,495 | 172 | $28,232 |
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.