Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan currently has over 200 active participants and over $51.0M in plan assets.
|1.||Self-Directed Brokerage Accounts||15%|
|2.||ABA/Northern Trust Large Cap Equity||13%|
|3.||ABA/Northern Trust Stable Asset Return Fund||7%|
2575 East Camelback Road
Phoenix, AZ 85016
|Industry||Offices of Lawyers|
|Net Plan Assets||$51,000,000|
|Avg Account Balance||$220,000|
|Wolff & Samson PC||87.2|
|Moses & Singer, LLP||86.2|
|Davis & Gilbert, LLP||84.6|
|Devine, Millimet & Branch||82.2|
|Lionel Sawyer & Collins, Ltd.||80.6|
|Baird Holm LLP||76.2|
|Auditor||Gaintner, Bandler, Reed & Peters|
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BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.