AUMdb

Gallagher Home Health Services 401(k) Profit Sharing Plan

Sponsored by Gallagher Home Health Service · EIN 113733740 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
206
With balances
100

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $17,823
The Vanguard Group, Inc. Contract administrator, Recordkeeping, Recordkeeping fees $10,985
M2 B Retirement Consulting Llc Recordkeeping $2,600
Ascensus Llc Contract administrator, Recordkeeping, Recordkeeping fees $0