Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Gallagher Fiduciary Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 679 retirement plans with 100 or more participants reported paying Gallagher Fiduciary Advisors, LLC $5,000 or more. Those plans cover 1,308,195 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $26.8M. Per plan, the median was $49.13 per participant, with the middle half of plans between $22.71 and $96.24. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (92), Illinois (59) and New York (48).
In 2009 it appeared on 15 such filings; in 2024, 689. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $22.71 | $49.13 | $96.24 |
| Compensation as a share of plan net assets | 0.05% | 0.11% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Adecco Group 401(k) Plan | Adecco, Inc. | FL | 70,422 | $874M | $131K |
| Cbre 401(k) Plan | Cbre Services, Inc. | TX | 51,826 | $4.34B | $62K |
| Pilgrim's Pride Retirement Savings Plan | Pilgrim's Pride Corporation | CO | 49,561 | $478M | $13K |
| JBS 401(k) Savings Plan | JBS USA Food Company Holdings | CO | 45,920 | $680M | $20K |
| Newyork-Presbyterian Pension Plan | The New York and Presbyterian Hospital | NY | 38,699 | $2.50B | $100K |
| New York District Council of Carpenters Annuity FD | Board of Trustees of the Nydcc Annuity FD | NY | 38,355 | $3.69B | $71K |
| The Southern Company Employee Savings Plan | Southern Company Services, Inc. | GA | 35,609 | $9.30B | $30K |
| McDonald's Corporation 401(k) Plan | McDonald's Corporation and Subsidiaries | IL | 32,254 | $3.74B | $55K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $553K |
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $26K |
| 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. | NY | 23,085 | $1.18B | $57K |
| Mason Tenders District Council Annuity Fund | Board of Trustees Mason Tenders District Council Annuity Fund | NY | 19,994 | $932M | $86K |
| Mason Tenders' District Council Pension Fund | Board of Trustees Mason Tenders District Council Pension Fund | NY | 19,759 | $1.93B | $159K |
| Brookshire's Employee Stock Ownership and 401(k) Plan | Brookshire Holdings, Inc. | TX | 17,556 | $381M | $72K |
| The Nemours Foundation Section 403(b) Plan | The Nemours Foundation | FL | 16,384 | $1.31B | $47K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $118K |
| Jeld-Wen 401(k) Retirement Savings Plan | Jeld-Wen Holding, Inc. | NC | 13,624 | $518M | $144K |
| Surgery Partners 401(k) Plan | SP Management Services, Inc. | TN | 13,249 | $414M | $112K |
| Encore Group (USA) LLC Retirement Savings Plan | Encore Group (USA), LLC | IL | 12,963 | $453M | $80K |
| Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan | BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | GA | 12,427 | $2.34B | $195K |
| Nebraska Medicine Retirement Plan - Base and Matching Contributions | Nebraska Medicine | NE | 12,307 | $919M | $47K |
| Nebraska Medicine Retirement Plan - Employee Contributions | Nebraska Medicine | NE | 12,081 | $751M | $47K |
| Crash Champions 401(k) Plan | Crash Champions, LLC | TX | 11,641 | $253M | $5,000 |
| Sonic Healthcare USA Savings Plan | Sonic Healthcare USA, Inc. | TX | 11,089 | $588M | $60K |
| First Horizon Corporation Savings Plan | First Horizon Corporation | TN | 10,136 | $1.12B | $64K |
| Major League Baseball Players Pension Plan | Pension Committee of MLB Players Benefit Plan | MD | 10,051 | $4.66B | $357K |
| Rexel USA, Inc. Section 401(k) Savings Plan | Rexel USA, Inc. | TX | 9,254 | $972M | $85K |
| Swire Coca-Cola 401(k) Plan | Swire Pacific Holdings Inc. | UT | 9,139 | $341M | $88K |
| The Agma Retirement Plan | Board of Trustees Agma Retirement Plan | PA | 8,993 | $117M | $25K |
| Jeld-Wen, Inc. Restated Pension Plan | Jeld-Wen, Inc. | NC | 8,901 | $262M | $105K |
| Primeflight Aviation Services, Inc. 401(k) Retirement Plan | Primeflight Aviation Services | TX | 8,668 | $21.4M | $41K |
| Dassault Systemes Employee Savings Plan Plus | Dassault Systemes Americas Corp. | MA | 8,262 | $2.09B | $200K |
| Heating, Piping and Refrigeration Pension FD Pension Fund | BD of Tees Heating, Piping & Refrigeration Pension Fund | MD | 8,132 | $1.36B | $197K |
| Local 804 Annuity Fund | Board of Trustees Local 804 Annuity Fund | NY | 7,685 | $90.6M | $40K |
| United Furniture Workers Pension Fund a | United Furniture Workers Pension Fund a | TN | 7,480 | $251M | $135K |
| Marsden Retirement Savings Plan | Marsden Services, L.L.C. | MN | 7,264 | $21.9M | $35K |
| The General Pension Plan of the International Union of Operating Engineers | Pension BD of the General Pension Plan of the Int'l Union of Operating | DC | 6,844 | $1.21B | $120K |
| Franklin Templeton 401(k) Retirement Plan | Franklin Resources, Inc. | CA | 6,693 | $2.80B | $124K |
| Food & Beverage Workers Union Local 23 & Employers Pension Plan | The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P | AZ | 6,379 | $49.9M | $39K |
| Minor League Baseball Players 401(k) Plan | The Minor League Baseball Players 401(k) Plan Committee | PA | 6,190 | $11.4M | $28K |
Questions and answers
How many plans does Gallagher Fiduciary Advisors, LLC serve?
679 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Gallagher Fiduciary Advisors, LLC?
The median plan reported $49.13 per participant in direct and indirect compensation (676 plans reporting an amount), or 0.11% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (451 plans), Consulting (general) (77 plans), Other services (46 plans) and Recordkeeping and information management (43 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.