Connor & Gallagher Onesource, Inc. Multiple Employer Retirement Plan
Sponsored by Connor & Gallagher Onesource, Inc. · EIN 475216035 · Plan #333
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 391
- With balances
- 269
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $73,912 |
| Empower Annuity Insurance Company | Recordkeeping fees | $37,430 |
| Blue Chip Retirement Plans Inc. | Contract administrator | $24,831 |
| Sikich Llp | Accounting | $17,889 |
| Empower Advisory Group | Investment management | $3,393 |