Gallagher Sharp 401(k) Plan
Sponsored by Gallagher Sharp · EIN 340735199 · Plan #002
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 78
- With balances
- 151
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $92,663 |
| Axa Advisors, Llc | Investment advisory (plan) | $31,582 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $31,582 |
| Empower Advisory Group, Llc | Investment management | $1,039 |