Gallagher Fiduciary Advisors
advisor45 known aliases resolved via the canonical alias map
Market position · 2024
Plans served402+58 YoYRank #55 of mapped providers
Assets under administration$147.1B0.2%Market share · rank #93
Fees received$16MMedian $27,750/planSum across Schedule C direct + indirect
Net wins YoY+57106 won · 49 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Gallagher Fiduciary Advisors plan look like?
Service mix · median fees per plan
Count of plans where Gallagher Fiduciary Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 294 | $27,500 | |
Other fees; Consulting (general)Code 16 | 34 | $39,338 | |
Investment management; Direct payment from the plan; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 29 | $17,033 | |
Shareholder servicing fees; Investment managementCode 28 | 13 | $41,500 | |
Investment management fees paid directly by plan; Investment advisory (plan); Consulting (pension)Code 17 | 10 | $25,408 | |
Other services; Other feesCode 49 | 5 | $24,759 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other servicesCode 15 | 4 | $20,087 | |
Consulting feesCode 70 | 4 | $47,500 |
Competitor overlap
Percent of Gallagher Fiduciary Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Gallagher Fiduciary Advisors.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | Empower | $24.7B |
DELTA AIR LINES, INC.GA · 580218548-004 | Financial Engines Advisors LLC | $19.0B |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | NAT'L ELEV IND PENSION PLAN | $7.3B |
DASSAULT SYSTEMES AMERICAS CORP.MA · 510379588-001 | Gallacher Benefits Services Inc | $2.1B |
THE NEMOURS FOUNDATIONFL · 590634433-002 | Ascensus | $1.3B |
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | JOINT MULTI SERVICES ASSOCIATES LTD | $953M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | Sage Point Financial | $651M |
RHEEM MANUFACTURING COMPANYGA · 203928590-002 | Carr Riggs & Ingram, LLC | $469M |
BROOKSHIRE HOLDINGS, INC.TX · 752894614-001 | Principal | $371M |
RS&H, INC.FL · 592986466-001 | John Hancock | $296M |
Plans lost in 2024
Appeared last year under Gallagher Fiduciary Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | Morgan Stanley | $2.1B |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | Amalgamated Employee Benefits Administrators | $1.6B |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-001 | CAPTRUST | $953M |
PGA TOUR, INC.FL · 520999206-001 | Gallacher Benefits Services Inc | $307M |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-004 | Sun Life Investment Management | $86M |
STELLAR BANKTX · 260589597-002 | Morgan Stanley | $54M |
24 SEVEN, LLCNY · 113525439-001 | Voya | $43M |
APEX ANALYTIX LLCNC · 133559998-001 | Bernard Robinson & Co. LLP | $42M |
RELEVANT SOLUTIONS LLCTX · 274029053-001 | Fidelity Investments | $41M |
WESTERN STATES ENVELOPE COMPANYWI · 390700440-003 | Associated Bank, N.A. | $39M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $12,293 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $6,160 | 1y | 1 |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $139,567 | 8y | 1 |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-002 | $9.3B | 35,609 | $30,000 | 6y | 1 |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $40,000 | 2y | 1 |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $553,025 | 10y | - |
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-001 | $4.8B | 10,051 | $356,685 | 10y | - |
CBRE SERVICES, INC.TX · 521616016-001 | $4.3B | 51,826 | $62,069 | 10y | 1 |
CACI INTERNATIONAL, INC.VA · 541345888-002 | $3.9B | 33,177 | $7,986 | 6y | - |
MCDONALDS CORPORATION AND SUBSIDIARIESIL · 362361282-001 | $3.7B | 32,254 | $55,000 | 2y | 1 |
Flag exposure
82.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (45)
Raw Schedule C names collapsed into Gallagher Fiduciary Advisors.
- CHURCHILL ASSET MANAGEMENT, LLC
- CHURCHILL ASSET MANAGMENT LLC
- CHURCHILL FINANCIAL CORP.
- CHURCHILL MANAGEMENT
- CHURCHILL MANAGEMENT CORP
- CHURCHILL MANAGEMENT CORPORATION
- CHURCHILL MANAGEMENT GROUP
- CHURCHILL MGMT GROUP
- CHURCHILL MIDDLE MARKET SENIOR LOAN
- CHURCHILL PARTNERSHIP
- CHWW & AUGHTRY PC
- CIBC BANK
- CIBC BANK US
- CIBC CORPORATE RETIREMENT
- CIBC MELLON GLOBAL SECURITIES
- GALLAGHER CAPITAL ADVISORS LLC
- GALLAGHER CAPITAL ADVISORS, LLC
- GALLAGHER FID ADVISORS, LLC
- GALLAGHER FIDUCIAR ADVISORS, LLC
- GALLAGHER FIDUCIARY
- GALLAGHER FIDUCIARY ADV
- GALLAGHER FIDUCIARY ADVI
- GALLAGHER FIDUCIARY ADVIDSORS, LLC
- GALLAGHER FIDUCIARY ADVIOSRS
- GALLAGHER FIDUCIARY ADVISOR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Gallagher Fiduciary Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 16 | 3.98% | 7.76% | -3.78 pp |
| Fidelity bond gap | 14 | 3.48% | 26.94% | -23.46 pp |
| Late contributions | 98 | 24.38% | 1.71% | +22.66 pp |
| Failed to provide benefit | 6 | 1.49% | 0.14% | +1.35 pp |
| Corrective distributions | 114 | 28.36% | 1.76% | +26.60 pp |
| Loss discovered | 2 | 0.50% | 0.00% | +0.49 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Gallagher Fiduciary Advisors. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Frequent partners by role
Who else shows up on Gallagher Fiduciary Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 10 | 2.5% |
| O'Donoghue & O'Donoghue LLP | 6 | 1.5% |
| Morgan Lewis & Bockius LLP | 5 | 1.2% |
| Bredhoff & Kaiser PLLC | 4 | 1.0% |
| Mooney, Green, Baker & Saidon PC | 3 | 0.8% |
| Smith Gambrell & Russell, LLP | 3 | 0.8% |
| Spivak Lipton LLP | 3 | 0.8% |
| Cohen Weiss & Simon LLP | 2 | 0.5% |
| Jackson Lewis P.C. | 2 | 0.5% |
| Kauff McGuire & Margolis LLP | 2 | 0.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).