Plan Snapshot
- Plan Sponsor: Connor & Gallagher Onesource, INC.
- Sponsor EIN: 475216035
- Sponsor Address: 750 WARRENVILLE ROAD, SUITE 400, LISLE, IL, 60532
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 391 | $20.8M | $470,070 | $1.3M |
| 2023 | 336 | $17.0M | $452,711 | $1.6M |
| 2022 | 510 | $11.6M | $549,294 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $73,912 | — | $73,912 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $37,430 | — | $37,430 |
| BLUE CHIP RETIREMENT PLANS INC. | Other Service Provider | $24,831 | — | $24,831 |
| SIKICH LLP | Auditor | $17,889 | — | $17,889 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,062
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $449,547 | $37,637 | $11,962 | $1,748 | — |
| 2024 | $158,400 | $77,794 | $24,972 | $17,991 | — |
| 2023 | $121,004 | $54,029 | $22,833 | $17,501 | — |
| 2022 | $119,891 | — | $119,891 | — | — |