# Arthur J. Gallagher &amp; Co.
Source: https://planprovider.pro/provider/arthur-j-gallagher-and-co

> From a headquarters in Rolling Meadows in Chicago’s northwest suburbs, Arthur J. Gallagher &amp;amp; Co. (AJG) combines insurance brokerage and risk management w…

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/](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|

| NEWYORK-PRESBYTERIAN PENSION PLAN|THE NEW YORK AND PRESBYTERIAN HOSPITAL, NY|$2.5B|19,908|

| LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN|BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN, GA|$2.3B|5,733|

| DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS|DASSAULT SYSTEMES AMERICAS CORP., MA|$2.1B|6,193|

| MASON TENDERS' DISTRICT COUNCIL PENSION FUND|BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND, NY|$1.9B|8,766|

| HOGAN LOVELLS US LLP RETIREMENT SAVINGS PLAN|HOGAN LOVELLS US LLP, DC|$1.9B|1,996|

| S.E.I.U. NATIONAL INDUSTRY PENSION FUND|BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND, DC|$1.7B|98,200|

| SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN|BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN, DC|$1.6B|9,065|

| THE NEMOURS FOUNDATION SECTION 403(B) PLAN|THE NEMOURS FOUNDATION, FL|$1.3B|9,806|

| ELEVANCE HEALTH CASH BALANCE PLAN A|ATH HOLDING COMPANY LLC, IN|$1.2B|6,807|

| THE GENERAL PENSION PLAN OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS|PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING, DC|$1.2B|2,198|

| ANNUITY FUND OF LOCAL NO. ONE, I. A. T. S. E.|BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E., NY|$1.2B|21,686|

| FIRST HORIZON CORPORATION SAVINGS PLAN|FIRST HORIZON CORPORATION, TN|$1.1B|7,406|

| ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN|ANYWHERE REAL ESTATE GROUP LLC, NJ|$1.0B|7,548|

| MUFG BANK, LTD. RETIREMENT PLAN|MUFG BANK, LTD., NY|$1.0B|4,560|

| MASON TENDERS DISTRICT COUNCIL ANNUITY FUND|BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUND, NY|$932M|11,080|

Showing top 20 of 576 plans serviced in 2024.

## Other Retirement Plan Advisors in IL

- [Aegis Financial](https://planprovider.pro/provider/aegis-financial) - Phoenix, AZ

- [Alera Investment Advisors, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) - Deerfield, IL

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Bjork Asset Management](https://planprovider.pro/provider/bjork-asset-management) - Northbrook, IL

- [Piershale Financial Group, Inc.](https://planprovider.pro/provider/piershale-financial-group-inc) - Barrington, IL

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [CGO Financial](https://planprovider.pro/provider/cgo-financial) - Lisle, IL

- [Cozad Asset Management INC](https://planprovider.pro/provider/cozad-asset-management-inc) - Champaign, IL

- [Savant Wealth Management](https://planprovider.pro/provider/savant-wealth-management) - Rockford, IL

- [David Vaughan Investments, LLC](https://planprovider.pro/provider/david-vaughan-investments-llc) - Peoria, IL

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/arthur-j-gallagher-and-co)

&copy; 2026 PlanProvider.Pro
