How big is Gallagher Financial Services' plan?

Gallagher Financial Services' plan reported $2.0M in assets and 11 participants for 2025.

Original filing (PDF)20260505115705NAL0001727202001

Gallagher Financial Services

Name: Gallagher Financial Services — Gallagher Financial, Form 5500 (2025)
Creator: Gallagher Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gallagher Financial Services 401(k) Plan

401(k) retirement plan · Gallagher Financial Services' Gallagher Financial Services 401(k) Plan held $2.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeffrey Youngquist signed Gallagher Financial Services' 2025 Form 5500 as plan administrator.

Jeffrey Youngquist — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gallagher Financial Services' EIN is 41-1991950.

EIN 41-1991950

Plan number 001

Plan year 2025

ACK ID 20260505115705NAL0001727202001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gallagher Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gallagher Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GALLAGHER FINANCIAL SERVICES

EIN

all filings

Address

2586 E 7TH AVE, #304 · NORTH SAINT PAUL, MN · 55109

Phone

(651) 774-8759

Industry

Finance & Insurance

Plan administrator