How big is Galen Management, LLC's plan?

Galen Management, LLC's plan reported $5.1M in assets and 3 participants for 2024.

Original filing (PDF)20250702085304NAL0013410721001

Galen Management, LLC

Name: Galen Management, LLC — Galen Management, LLC 401(k), Form 5500 (2024)
Creator: Galen Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Galen Management, LLC 401(k) PS Plan

401(k) retirement plan · Galen Management, LLC's Galen Management, LLC 401(k) PS Plan held $5.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Stacey Bauer signed Galen Management, LLC's 2024 Form 5500 as plan administrator.

Stacey Bauer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Galen Management, LLC's EIN is 13-3561135.

EIN 13-3561135

Plan number 001

Plan year 2024

ACK ID 20250702085304NAL0013410721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Galen Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Galen Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GALEN MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

GALEN MANAGEMENT, LLC

EIN

all filings

Address

680 WASHINGTON BLVD · 11TH FLOOR · STAMFORD, CT · 06901

Phone

(203) 653-6473

Industry

Finance & Insurance

Plan administrator