PlanOptica
All providers

GALLAGHER FIDUCIARY ADVISORS, LLC

186 known aliases resolved via the canonical alias map

Gallagher Fiduciary Advisors, LLC at a glance

Gallagher Fiduciary Advisors, LLC appears on 788 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $165.7B in assets for 2,006,133 participants. The median client plan holds $25.6M. Most client plans are sponsored in TX, IL and NY. The largest clients by plan assets are National Elevator Industry Pension Plan Plan Board of Trustees, National Rural Electric Cooperative Association and KPMG LLP. Plans reported $32.9M in direct and indirect compensation paid to Gallagher Fiduciary Advisors, LLC, a median of $27K per plan.

Participants
2,006,133
Median plan assets
$25.6M
Median plan participants
498
Median fees per plan
$27K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
National Elevator Industry Pension Plan Plan Board of TrusteesPA$12.2B54,107
National Rural Electric Cooperative AssociationVA$11.5B75,823
KPMG LLPNJ$10.5B55,312
Southern Company Services, Inc.GA$10.3B36,818
BD of Trustees of the Elev Constu Annuity and 401(k) Ret PlanPA$7.3B37,105
Board of Trustees of Nycdcc Pension FundNY$5.4B30,149
Cbre Services, Inc.TX$4.9B55,809
Pension Committee of MLB Players Benefit PlanMD$4.8B10,051
McDonalds Corporation and SubsidiariesIL$3.7B32,254
Board of Trustees of the Nydcc Annuity FDNY$3.7B38,355
Franklin Resources, Inc.CA$3.6B6,876
KPMG LLPNJ$3.1B71,845
The New York and Presbyterian HospitalNY$2.5B38,699
Dassault Systemes Americas Corp.MA$2.4B7,926
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA$2.4B12,427
Trustees of UFCW Unions & Employers Midwest Pension FundIL$2.0B33,323
Board of Trustees Mason Tenders District Council Pension FundNY$2.0B19,759
KPMG LLPNJ$1.9B3,267
BD of Trustees SEIU Affiliates Officers and Employees Pension PlanDC$1.6B17,491
BD of Tees Heating, Piping & Refrigeration Pension FundMD$1.4B8,132
Relx Inc.NY$1.4B8,314
The Nemours FoundationFL$1.3B16,384
First Horizon CorporationTN$1.3B9,529
Ath Holding Company LLCIN$1.2B22,757
Pension BD of the General Pension Plan of the Int'L Union of OperatingDC$1.2B6,844

Top client states

  1. TX105 plans
  2. IL65 plans
  3. NY61 plans
  4. CA46 plans
  5. MA40 plans

Frequently asked questions

Who uses Gallagher Fiduciary Advisors, LLC?
788 retirement plans list Gallagher Fiduciary Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Elevator Industry Pension Plan Plan Board of Trustees, National Rural Electric Cooperative Association, KPMG LLP, Southern Company Services, Inc. and BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan. Most client plans are sponsored in TX, IL and NY.
How many plans does Gallagher Fiduciary Advisors, LLC serve?
Gallagher Fiduciary Advisors, LLC serves 788 retirement plans with $165.7B in plan assets and 2,006,133 participants, based on the latest Form 5500 filings through 2024.
What does Gallagher Fiduciary Advisors, LLC charge?
Plans reported $32.9M in total Schedule C compensation paid to Gallagher Fiduciary Advisors, LLC. The median plan paid $27K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served788+92 YoYRank #41 of mapped providers
Assets under administration$165.7B0.2%Market share · rank #86
Fees received$33MMedian $27,048/planSum across Schedule C direct + indirect
Net wins YoY+76178 won · 102 lostPlan-level switch detection

See full GALLAGHER FIDUCIARY ADVISORS, LLC analytics with Solo.

Solo shows client lists, growth, peer benchmarks and fee analytics for this provider. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99Compare plans