Donna Peltz signed Gallagher Sharp's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gallagher Sharp's EIN is 34-0735199.
Download the official 2024 Form 5500 (PDF) for Gallagher Sharp from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gallagher Sharp's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.5M | 16.1% |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $144K | 0.4% |
| AXA ADVISORS, LLC |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $32K |
| — |
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT ADVISOR | $32K | — |
