# Connor & Gallagher Onesource, INC. 401(k) Plan
Source: https://planprovider.pro/companies/connor-gallagher-onesource-inc-401k-plan

> Connor & Gallagher Onesource, INC.'s 401(k) plan: 391 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 391

- **Total Assets:** $20.8M

## 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.|

| 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.|CONTRACT ADMIN|$24,831|—|$24,831|

| SIKICH LLP|AUDITOR|$17,889|—|$17,889|

| SIKICH CPA LLC|Auditor|$17,501|—|$17,501|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $171,563

- **Estimated Expense Ratio:** 0.825% of plan assets

### 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|

| 2024|$158,400|$77,794|$24,972|$17,991|—|

| 2023|$121,004|$54,029|$22,833|$17,501|—|

| 2022|$119,891|—|$119,891|—|—|

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