# Gallagher Flynn & Co., LLP 401(k) Plan
Source: https://planprovider.pro/companies/gallagher-flynn-company-llp-401k-plan

> Gallagher Flynn & Co., LLP's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gallagher Flynn & Co., LLP

- **Sponsor EIN:** 030225774

- **Sponsor Address:** 725 COMMUNITY DRIVE, SUITE 401, SOUTH BURLINGTON, VT, 05403

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **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|73|$20.8M|$372,658|$917,498|

| 2023|75|$20.3M|$268,897|$840,678|

| 2022|84|$19.5M|$252,035|$783,656|

## 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|

| CARON & BLETZER, PLLC|Auditor|$12,100|—|$12,100|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,100

- **Estimated Expense Ratio:** 0.058% 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|$50,327|—|—|$12,100|—|

| 2023|$83,595|$17,417|$12,400|$11,000|—|

| 2022|$71,051|$18,944|$43,552|—|$8,555|

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