GALLAGHER & KENNEDY, P.A. 401(k) Plan
What public Form 5500 filings show about the GALLAGHER & KENNEDY, P.A. 401(k) plan — and how to find and check your own account.
The GALLAGHER & KENNEDY, P.A. 401(k) on its latest Form 5500
GALLAGHER & KENNEDY, P.A. (EIN 86-0489397) reports GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $89.4M in plan assets across 92 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full GALLAGHER & KENNEDY, P.A. filing — schedules, fees, and providers.
Who runs the GALLAGHER & KENNEDY, P.A. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GALLAGHER & KENNEDY, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STOKER OSTLER WEALTH ADVISORS, TCP ASSET MANAGEMENT.
How to check your GALLAGHER & KENNEDY, P.A. 401(k)
- Log in to Voya’s participant portal (the site on your statements).
- Ask GALLAGHER & KENNEDY, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).