Original filing (PDF)20251204083201NAL0001001811001

FRANCIS P. GALLAGHER & ASSOC., INC.

Name: FRANCIS P. GALLAGHER & ASSOC., INC. — FRANCIS P. GALLAGHER & ASSOC. , INC, PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANCIS P. GALLAGHER & ASSOC., INC.

Form 5500-SF

FILING_RECEIVED

FRANCIS P. GALLAGHER & ASSOC. , INC, PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCIS P. GALLAGHER & ASSOC., INC..

Plan sponsor

Name

FRANCIS P. GALLAGHER & ASSOC., INC.

EIN

34-1824981

Address

28025 CLEMENS ROAD · WESTLAKE, OH · 44145

Phone

(440) 250-2784

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-12-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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