Original filing (PDF)20251204083201NAL0001001811001

Francis P. Gallagher & Assoc., Inc.

Name: Francis P. Gallagher & Assoc., Inc. — Francis P., Form 5500 (2024)
Creator: Francis P. Gallagher & Assoc., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Francis P. Gallagher & Assoc. , Inc., Profit Sharing Plan

401(k) retirement plan · Francis P. Gallagher & Assoc., Inc.'s Francis P. Gallagher & Assoc. , Inc., Profit Sharing Plan held $3.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCIS P. GALLAGHER & ASSOC., INC..

Plan sponsor

Name

FRANCIS P. GALLAGHER & ASSOC., INC.

EIN

34-1824981all filings

Address

28025 CLEMENS ROAD · WESTLAKE, OH · 44145

Phone

(440) 250-2784

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator