AUMdb

Gallagher Flynn & Co., Llp 401(k) Profit Sharing Plan And Trust

Sponsored by Gallagher Flynn & Co., Llp · EIN 030225774 · Plan #003

Total assets
$20.8M
Net assets
$20.8M
Active participants
73
With balances
113

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Llc Rpcp Recordkeeping $19,370
Caron And Bletzer, Pllc Accounting $12,100
Plan Integrity Partners, Llc Plan administrator $1,800
Nationwide Contract administrator, Direct payment from the plan $1,658