Jim Gallo - Plan Investment Fund

About Jim

Treasurer and Principal Financial Officer, Plan Investment Fund, Inc.
Director, Fund Officers, ACA Group

Jim joined ACA Group in 2022 after 20 years with the Bank of New York Mellon (“BNYM”). While at BNYM, Jim served as a Senior Director and oversaw all Fund Accounting and Administration activities provided to various Mutual Fund clients of the firm. Prior to joining BNYM, Jim served as the Treasurer of the Morgan Stanley Institutional Funds. Jim earned a Master of Science in Accounting from Saint Joseph’s University and a Bachelor of Science in Finance from Temple University. Jim has served as the Treasurer and Principal Financial Officer of the Plan Investment Fund since June 2022.

Investment Risks

Government Portfolio: You could lose money by investing in the Portfolio. Although the Portfolio seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

Money Market Portfolio: You could lose money by investing in the Portfolio. Because the share price of the Portfolio will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The Portfolio may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Portfolio’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund, and may be obtained by calling (800) 621-9215, or visiting the website at www.pif.com. Read the prospectus carefully before investing.

The Funds are distributed by Foreside Fund Services, LLC.

Not FDIC Insured ✦ No Bank Guarantee ✦ May Lose Value