Gallagher & Kennedy, P.A. Profit Sharing And 401(k) Plan
Sponsored by Gallagher & Kennedy, P.A. · EIN 860489397 · Plan #001 · Phoenix, AZ
- Total assets
- $89.4M
- Net assets
- $89.4M
- Active participants
- 92
- With balances
- 163
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 |
|---|---|---|
| Tcp Asset Management, Llc CRD 286037 | deterministic · 100% | 2024 |
| Stoker Ostler Wealth Advisors, Inc. CRD 111320 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tcp Asset Management | Investment management, Direct payment from the plan | $15,012 |
| Stoker Ostler Wealth Advisors | Investment management, Direct payment from the plan | $9,739 |
| Voya Retirement Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $6,711 |