Connor & Gallagher Onesource, Inc.'s EIN is 47-5216035.
Download the official 2025 Form 5500 (PDF) for Connor & Gallagher Onesource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Connor & Gallagher Onesource, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | — | BROOKFIELD, WI | AUDITOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $210 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Investments Putnam Retirement Advantage Trust 2035 | Mutual Funds | — | — | $3.5M | 16.8% | |
| Putnam Investments Putnam Retirement Advantage Trust MAT | Mutual Funds | — | — | $2.7M | 13.1% | |
| Fidelity Management & Research Company Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 10.2% | |
| Putnam Investments Putnam Retirement Advantage Trust 2025 | Mutual Funds | — | — | $1.5M | 7.4% | |
| Putnam Investments Putnam Retirement Advantage Trust 2030 | Mutual Funds | — | — | $1.4M | 6.8% | |
| Janus Henderson Investors Janus Henderson Global Tech Innovation | Mutual Funds | — | — | $1.3M | 6.4% | |
| Putnam Investments Putnam Retirement Advantage Trust 2045 | Mutual Funds | — | — | $1.3M | 6.1% | |
| Putnam Investments Putnam Retirement Advantage Trust 2050 | Mutual Funds | — | — | $912K | 4.4% | |
| Putnam Investments Putnam Retirement Advantage Trust 2040 | Mutual Funds | — | — | $865K | 4.2% | |
| J.P. Morgan Investment Management JPMorgan Large Cap Growth R6 | Other securities | — | — | $787K | 3.8% | |
| Putnam Investments Putnam Retirement Advantage Trust 2055 | Mutual Funds | — | — | $520K | 2.5% | |
| Fidelity Management & Research Company Fidelity Small Cap Index | Mutual Funds | — | — | $473K | 2.3% | |
| Fidelity Management & Research Company Fidelity Mid Cap Index | Mutual Funds | — | — | $414K | 2.0% | |
| Group annuity contract * Empower Annuity Insurance Company of America GWI Fixed Account - Series Class I | Common Stocks | — | — | $397K | 1.9% | |
| Putnam Investments Putnam Retirement Advantage Trust 2060 | Mutual Funds | — | — | $373K | 1.8% | |
| Participant loans Interest rates from 3.25% to 9.50% | Bonds / Notes | — | — | $370K | 1.8% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $295K | 1.4% | |
| Massachusetts Financial Services Company MFS Intl Diversification R6 | Mutual Funds | — | — | $254K | 1.2% | |
| Reliance trust Reliance Metlife Series 25053 CL 25 | Other securities | — | — | $243K | 1.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $206K | 1.0% | |
| AllianceBernstein L.P. AB Small Cap Growth Z | Mutual Funds | — | — | $186K | 0.9% | |
| BlackRock Advisors Blackrock Health Sciences Opps K | Other securities | — | — | $185K | 0.9% | |
| PGIM Investments PGIM High-Yield R6 | Other securities | — | — | $86K | 0.4% | |
| J.P. Morgan Investment Management JPMorgan Equity Index R6 | Common Collective Trusts | — | — | $78K | 0.4% | |
| Massachusetts Financial Services Company MFS Mid Cap Value R6 | Mutual Funds | — | — | $68K | 0.3% | |
| Putnam Investments Putnam Retirement Advantage Trust 2065 | Mutual Funds | — | — | $34K | 0.2% | |
| Franklin Advisers Franklin Small Cap Value R6 | Mutual Funds | — | — | $30K | 0.1% | |
| PGIM Investments PGIM US Real Estate R6 | Other securities | — | — | $27K | 0.1% | |
| Pacific Investment Management Company PIMCO Income Instl | Mutual Funds | — | — | $25K | 0.1% | |
| T. Rowe Price Associates T. Rowe Price Mid Cap Growth Inst | Other securities | — | — | $22K | 0.1% | |
| Collective Trusts Federated Hermes Federated Hermes Capital Preservation IP | Common Collective Trusts | — | — | $16K | <0.1% | |
| Pacific Investment Management Company PIMCO Int Bond (USD-Hedged) Inst | U.S. Treasuries | — | — | $5K | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CI25 RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2060 X PUTMAN INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST MAT X PUTMAN INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2065 X PTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVTG TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2045 R GREAT GRAY TRUST · EIN 39-7289819 / PN 790 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2065 R GREAT GRAY TRUST · EIN 39-7289823 / PN 794 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2025 R GREAT GRAY TRUST · EIN 38-7275350 / PN 786 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2030 R GREAT GRAY TRUST · EIN 38-7275351 / PN 787 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2060 R GREAT GRAY TRUST · EIN 38-7289822 / PN 793 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2035 R GREAT GRAY TRUST · EIN 38-7275352 / PN 788 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2040 R GREAT GRAY TRUST · EIN 38-7289818 / PN 789 | Common Collective Trust | — | — | $0 | <0.1% |
