# Gallagher Sharp 401(k) Plan
Source: https://planprovider.pro/companies/gallagher-sharp-plan

> Gallagher Sharp's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gallagher Sharp

- **Sponsor EIN:** 340735199

- **Sponsor Address:** 1215 SUPERIOR AVENUE 7TH FLOOR, CLEVELAND, OH, 44114

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

- **Total Participants:** 78

- **Total Assets:** $34.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|78|$34.5M|$406,461|$741,964|

| 2023|76|$32.6M|$430,375|$761,431|

| 2022|86|$31.2M|$469,294|$710,323|

## 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|

| MALONEY + NOVOTNY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MALONEY + NOVOTNY LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$93,701|—|—|—|—|

| 2023|$85,472|$59,852|—|—|—|

| 2022|$94,575|$77,832|$1,188|—|—|

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