Arthur J. Gallagher & Co.

Retirement Plan Advisor

Rolling Meadows, IL

About Arthur J. Gallagher & Co.

<p>From a headquarters in Rolling Meadows in Chicago’s northwest suburbs, Arthur J. Gallagher &amp; Co. (AJG) combines insurance brokerage and risk management with retirement plan advisory work for employers.</p> <p>Founded in 1927, AJG has grown to 51,261 employees and a network of about 1,300 offices worldwide. In its retirement practice, the firm works with plan sponsors on fiduciary support and employee-focused guidance, with 3,000 clients and $0.1B in AUM (2026).</p> <p>AJG’s retirement team provides both 3(21) and 3(38) fiduciary services, along with plan design and participant advice. This mix can be a fit for organizations that want a single firm to handle fiduciary oversight and day-to-day plan decisions while keeping plan sponsor roles clear.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>3(21) fiduciary guidance and support</li> <li>3(38) investment manager services</li> <li>Participant advice and education</li> <li>Plan design and plan improvement work</li> </ul>

Website: https://ajg.com/services/financial-and-retirement-services/

Founded: 1927

Employees: 51261

Office Locations

  • Rolling Meadows, IL (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Participant Investment Advice
  • Plan Design Consulting

Client Statistics (2026)

  • Total Clients: 3,000
  • Total AUM: $105.0M

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
IAM NATIONAL PENSION FUND BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC $14.7B 102,863
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN SOUTHERN COMPANY SERVICES, INC., GA $9.3B 28,079
CBRE 401(K) PLAN CBRE SERVICES, INC., TX $4.3B 41,038
MCDONALD'S CORPORATION 401(K) PLAN MCDONALDS CORPORATION AND SUBSIDIARIES, IL $3.7B 24,044
FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN FRANKLIN RESOURCES, INC., CA $2.8B 4,383
401(k) Retirement Plan Healthcare Sponsor, NY $2.5B 19,908
401(k) Retirement Plan Manufacturing Sponsor, GA $2.3B 5,733
401(k) Retirement Plan Professional Services Sponsor, MA $2.1B 6,193
401(k) Retirement Plan Technology Sponsor, NY $1.9B 8,766

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