Sponsor portfolio
GALLAGHER WEALTH MANAGEMENT
EIN 45-3953416financial servicesLatest filing 2024
Plans
1
Retirement
1
$229K assets
Welfare
0
Participants
3
6060 GALLAGHER ROAD - PILOT HILL, CA 95664925-831-3043gallagherwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GALLAGHER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | 401k | $229K | 3 | 2024 |
Retirement plans