About Arthur J. Gallagher & Co.
<p>From a headquarters in Rolling Meadows in Chicago’s northwest suburbs, Arthur J. Gallagher & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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