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Original filing (PDF)20251007110341NAL0004473313001

CONNOR & GALLAGHER ONESOURCE, INC.

Form 5500
FILING_RECEIVED
CONNOR & GALLAGHER ONESOURCE, INC. MULTIPLE EMPLOYER RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No auditor on file~76 bps in Sched C fees
Active participants
391
Accounts w/ balance
269
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
223 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
76
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • 76 bps in Schedule C fees — 161% above peer band of 29 bps.
  • 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNOR & GALLAGHER ONESOURCE, INC..
Plan sponsor
Name
CONNOR & GALLAGHER ONESOURCE, INC.
EIN
47-5216035
Address
750 WARRENVILLE ROAD, SUITE 400 · LISLE, IL · 60532
Phone
(630) 810-9100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY—GREENWOOD VILLAGE, CORECORDKEEPER$37K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERS—SAN RAFAEL, CAINVESTMENT ADVISOR$74K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BLUE CHIP RETIREMENT PLANS INC.—MILWAUKEE, WICONTRACT ADMIN$25K—
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
SIKICH LLP—BROOKFIELD, WIAUDITOR$18K—
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ADVISORY GROUP—GREENWOOD VILLAGE, COINVESTMENT MGMT$3K—

Investments

222 direct securities · 18 pooled funds· $34.8M(100% of reported assets)

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.

Uncategorized
$20.7M
222 holdings
Common Collective Trust
$14.1M
18 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
PUTNAM RETIREMENT ADVTG TRST 2035 X
PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261
Common Collective Trust
——$3.5M16.7%
PUTNAM RETIREMENT ADVTG TRST MAT X
PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268
Common Collective Trust
——$2.7M13.0%
PUTNAM RETIREMENT ADVTG TRST 2045 X
PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259
Common Collective Trust
——$2.0M9.4%
PUTNAM RETIREMENT ADVTG TRST 2025 X
PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268
Common Collective Trust
——$1.5M7.1%
PUTNAM RETIREMENT ADVTG TRST 2030 X
PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262
Common Collective Trust
——$1.4M6.8%
1FXAIX——$1.1M$1.4M6.7%
1PTRXMT——$1.1M$1.4M6.6%
1PTRXMT——$955K$1.1M5.3%
PUTNAM RETIREMETN ADVTG TRST 2050 X
PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258
Common Collective Trust
——$912K4.4%
1PTRX45——$749K$865K4.2%
1PTRX35——$846K$863K4.2%
1PTRX35——$680K$843K4.1%
PUTNAM RETIREMENT ADVTG TRST 2040 X
PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260
Common Collective Trust
——$821K3.9%
1PTRX35——$636K$804K3.9%
1PTRX25——$665K$771K3.7%
1JATNX——$480K$619K3.0%
PUTNAM RETIREMENT ADVTG TRST 2055 X
PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272
Common Collective Trust
——$520K2.5%
1PTRX30——$362K$435K2.1%
1JATNX——$294K$424K2.0%
1JLGMX——$257K$416K2.0%
1PTRX35——$321K$410K2.0%
1FSSNX——$286K$375K1.8%
PUTNAM RETIREMENT ADVATG TRST 2060X
PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273
Common Collective Trust
——$372K1.8%
1PTRX30——$237K$288K1.4%
1PTRX25——$234K$274K1.3%
1PTRX40——$229K$274K1.3%
1PTRX50——$251K$258K1.2%
1RMSV25——$236K$243K1.2%
RELIANCE METLIFE SERIES 25053 CI25
RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001
Common Collective Trust
——$243K1.2%
1PTRX35——$194K$237K1.1%
1FXAIX——$151K$228K1.1%
1PTRX25——$194K$225K1.1%
1PTRX30——$184K$224K1.1%
1PTRX55——$167K$214K1.0%
1PTRX35——$167K$212K1.0%
1PTRX30——$164K$196K0.9%
1FXAIX——$148K$191K0.9%
1RBFGX——$182K$181K0.9%
1PTRX55——$171K$176K0.8%
1PTRX40——$137K$176K0.8%
1FXAIX——$118K$171K0.8%
1MDIZX——$156K$168K0.8%
1PTRX45——$163K$167K0.8%
1PTRX50——$129K$166K0.8%
1PTRX60——$135K$165K0.8%
1JATNX——$131K$149K0.7%
1PTRX50——$112K$149K0.7%
1JLGMX——$86K$148K0.7%
1PTRX30——$121K$146K0.7%
1PTRXMT——$128K$144K0.7%
1GWAQ35——$140K$144K0.7%
1PTRX50——$108K$141K0.7%
1PTRX60——$111K$139K0.7%
1JLGMX——$84K$138K0.7%
PARTICIPANT LOANS——$132K$132K0.6%
1FSMDX——$98K$123K0.6%
1PTRX25——$105K$121K0.6%
PARTICIPANT LOANS——$120K$120K0.6%
1GWAQ35——$117K$118K0.6%
1QUAZX——$137K$115K0.6%
1FSMDX——$108K$114K0.6%
1PTRX30——$108K$109K0.5%
1PTRX40——$87K$108K0.5%
1PTRX40——$76K$95K0.5%
1JATNX——$78K$85K0.4%
1FXAIX——$73K$85K0.4%
1SHSKX——$95K$83K0.4%
1PTRX55——$61K$82K0.4%
1PRA45R——$79K$78K0.4%
PUTNAM RETIREMENT ADV SELECT 2045 R
GREATY GRAY TRUST · EIN 39-7289819 / PN 790
Common Collective Trust
——$78K0.4%
1RNWGX——$75K$77K0.4%
1PTRX40——$74K$76K0.4%
1PTRX50——$55K$72K0.3%
1PRA25R——$67K$71K0.3%
PUTNAM RETIREMENT ADV SELECT 2025 R
GREAT GRAY TRUST · EIN 38-7275350 / PN 786
Common Collective Trust
——$71K0.3%
1PHYQX——$69K$70K0.3%
1SHSKX——$75K$66K0.3%
1MVCKX——$58K$65K0.3%
1RBFGX——$66K$64K0.3%
1FXAIX——$61K$63K0.3%
1PTRX35——$47K$58K0.3%
1GWAQ35——$56K$57K0.3%
1FXAIX——$45K$54K0.3%
1PTRX40——$45K$53K0.3%
1PTRX45——$41K$53K0.3%
1PTRX50——$41K$53K0.3%
1RNWGX——$50K$51K0.2%
1QUAZX——$62K$49K0.2%
1MDIZX——$50K$46K0.2%
1PTRX45——$35K$46K0.2%
1PTRX50——$34K$44K0.2%
PUTNAM RETIREMENT ADV SELECT 2040 R
GREAT GRAY TRUST · EIN 38-7289818 / PN 789
Common Collective Trust
——$44K0.2%
1PRA40R——$41K$44K0.2%
1PTRX35——$33K$41K0.2%
1FSSNX——$37K$40K0.2%
1PTRX60——$38K$39K0.2%
1PTRX25——$33K$39K0.2%
1FSMDX——$31K$37K0.2%
1PTRX55——$28K$36K0.2%
1PTRXMT——$31K$35K0.2%
1PTRXMT——$31K$35K0.2%
PUTNAM RETIREMENT ADVTG TRST 2065 X
PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274
Common Collective Trust
——$34K0.2%
PARTICIPANT LOANS——$33K$33K0.2%
1PTRX40——$22K$28K0.1%
1JLGMX——$21K$28K0.1%
1PTRX45——$21K$26K0.1%
1RNWGX——$25K$26K0.1%
1RNWGX——$27K$25K0.1%
PARTICIPANT LOANS——$25K$25K0.1%
1PTRX25——$21K$25K0.1%
1PTRXMT——$24K$24K0.1%
1GWAQ35——$24K$24K0.1%
PARTICIPANT LOANS——$23K$23K0.1%
1OIEJX——$24K$23K0.1%
PARTICIPANT LOANS——$22K$22K0.1%
1OIEJX——$21K$22K0.1%
1RBFGX——$22K$21K0.1%
1JATNX——$19K$21K0.1%
1PTRX65——$17K$21K0.1%
1FSMDX——$18K$21K<0.1%
1PTRX45——$15K$19K<0.1%
1FSMDX——$17K$19K<0.1%
1RBFGX——$21K$19K<0.1%
1JLGMX——$17K$18K<0.1%
1JLGMX——$16K$17K<0.1%
1MXYKX——$20K$17K<0.1%
1RNWGX——$17K$17K<0.1%
1OIEJX——$16K$17K<0.1%
1MDIZX——$17K$17K<0.1%
1FECPIN——$16K$16K<0.1%
1SHSKX——$18K$16K<0.1%
1PTRX45——$14K$16K<0.1%
1PTRX50——$12K$16K<0.1%
1FSSNX——$13K$15K<0.1%
1PTRX50——$14K$15K<0.1%
1GWAQ35——$14K$14K<0.1%
1PTRX60——$11K$14K<0.1%
1PRA35R——$13K$14K<0.1%
PUTNAM RETIREMENT ADV SELECT 2035 R
GREAT GRAY TRUST · EIN 38-7275352 / PN 788
Common Collective Trust
——$14K<0.1%
1FXAIX——$11K$13K<0.1%
1PJEQX——$13K$13K<0.1%
1FSSNX——$13K$13K<0.1%
1PTRX25——$12K$13K<0.1%
1PTRX40——$9K$13K<0.1%
1QUAZX——$9K$12K<0.1%
PARTICIPANT LOANS——$12K$12K<0.1%
1FRSCV6——$11K$11K<0.1%
1FSSNX——$10K$11K<0.1%
1JLGMX——$11K$11K<0.1%
1PIMIX——$11K$11K<0.1%
1PIMIX——$11K$10K<0.1%
1QUAZX——$9K$10K<0.1%
1PHYQX——$10K$10K<0.1%
1PTRX30——$9K$10K<0.1%
1JATNX——$11K$10K<0.1%
1SHSKX——$11K$10K<0.1%
1RNWGX——$10K$10K<0.1%
1JATNX——$10K$10K<0.1%
1RBFGX——$9K$9K<0.1%
1MDIZX——$10K$9K<0.1%
1PTRX60——$6K$9K<0.1%
FORFEITURES——$9K$9K<0.1%
1GWAQ35——$9K$9K<0.1%
1MDIZX——$9K$9K<0.1%
1FSSNX——$8K$9K<0.1%
1FSMDX——$8K$8K<0.1%
1JLGMX——$6K$8K<0.1%
1PTRX55——$7K$8K<0.1%
FORFEITURES——$8K$8K<0.1%
1OIEJX——$7K$7K<0.1%
1PTRX65——$6K$7K<0.1%
1PJEQX——$6K$6K<0.1%
FORFEITURES——$6K$6K<0.1%
1SHSKX——$7K$6K<0.1%
1FXAIX——$6K$6K<0.1%
1FSMDX——$5K$6K<0.1%
1MDIZX——$6K$6K<0.1%
1JATNX——$4K$5K<0.1%
1PJEQX——$5K$5K<0.1%
1PTRX55——$4K$5K<0.1%
1MXYKX——$5K$5K<0.1%
1SHSKX——$5K$4K<0.1%
1GWAQ35——$4K$4K<0.1%
1JATNX——$4K$4K<0.1%
1OIEJX——$4K$4K<0.1%
1PHYQX——$4K$4K<0.1%
1FSSNX——$3K$3K<0.1%
1FSSNX——$3K$3K<0.1%
1PTRX65——$3K$3K<0.1%
1PTRX60——$3K$3K<0.1%
1OIEJX——$3K$3K<0.1%
PARTICIPANT LOANS——$3K$3K<0.1%
1FRSCV6——$2K$3K<0.1%
1PIMIX——$3K$3K<0.1%
1PFORX——$3K$3K<0.1%
1JLGMX——$2K$2K<0.1%
1GWAQ35——$2K$2K<0.1%
1OIEJX——$2K$2K<0.1%
1PTRX60——$2K$2K<0.1%
1PFORX——$2K$2K<0.1%
Showing top 200 of 240 investments by value.

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