Christopher Foley signed Thomas G. Gallagher, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas G. Gallagher, Inc.'s EIN is 04-2049088.
Download the official 2023 Form 5500 (PDF) for Thomas G. Gallagher, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Thomas G. Gallagher, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | — | LA VISTA, NE | BROKER/ADVISER | $0 | — |
| OSAIC WEALTH INC | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0788020 / PN 273 | Common Collective Trust | — | — | $1.6M | 8.2% | |
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $1.4M | 7.4% | |
| AMERICAN FUNDS AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $1.4M | 7.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $1.4M | 7.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.1M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $988K | 5.1% | |
| AMUNDI US PIONEER FUNDAMENTAL GROWTH A | Other securities | — | — | $984K | 5.1% | |
| VANGUARD WELLESLEY INCOME ADM | Mutual Funds | — | — | $784K | 4.0% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRALVTMGX | Mutual Funds | — | — | $770K | 4.0% | |
| DIMENSIONAL FUND ADVISORS DFA US SMALL CAP | Mutual Funds | — | — | $725K | 3.7% | |
| EMPOWER T ROWE PRICE MDCP GR FUND INV | Mutual Funds | — | — | $706K | 3.6% | |
| EAICA KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $672K | 3.5% | |
| VANGUARD INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $657K | 3.4% | |
| JP MORGAN JPMORGAN US RESEARCH ENHANCED EQUITY R6 | Other securities | — | — | $566K | 2.9% | |
| VANGUARD EXPLORER ADM | Mutual Funds | — | — | $548K | 2.8% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $530K | 2.7% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $451K | 2.3% | |
| AMERICAN FUNDS AMERICAN FUNDS CAPITAL WORLD G/I R3 | Mutual Funds | — | — | $419K | 2.2% | |
| BLACKROCK HEALTH SCIENCES OPPS INV A | Other securities | — | — | $414K | 2.1% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $389K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $366K | 1.9% | |
| DELAWARE FUNDS DELAWARE IVY SCIENCE AND TECHNOLOGY Y | Other securities | — | — | $292K | 1.5% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $261K | 1.3% | |
| VANGUARD STRATEGIC EQUITY INV | Mutual Funds | — | — | $234K | 1.2% | |
| BRANDES INVESTMENT PARTNERS BRANDES INTERNATIONAL EQUITY A | Other securities | — | — | $223K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $192K | 1.0% | |
| PGIM INVESTMENTS PGIM JENNISON NATURAL RESOURCES A | Other securities | — | — | $131K | 0.7% | |
| VANGUARD UTILITIES INDEX ADM | Mutual Funds | — | — | $108K | 0.6% | |
| EMPOWER S&P MIDCAP 400 INDEX FUND INV | Common Collective Trusts | — | — | $107K | 0.6% | |
| DELAWARE FUNDS DELAWARE SMALL CAP VALUE A | Other securities | — | — | $105K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $99K | 0.5% | |
| DELAWARE FUNDS DELAWARE IVY INTERNATIONAL CORE EQUITY YIVVYX | Other securities | — | — | $56K | 0.3% | |
| PGIM INVESTMENTS PGIM HIGH-YIELD A | Other securities | — | — | $40K | 0.2% | |
| PIMCO INVESTMENTS PIMCO REAL RETURN ADMIN | Mutual Funds | — | — | $26K | 0.1% | |
| BRANDYWINE GLOBAL BRANDYWINEGLOBAL - GLOBAL OPPS BOND IS | Other securities | — | — | $21K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JERSEY CITY, NJ |
| BROKER/ADVISER |
| $0 |
| — |
