How big is S.M. Gallivan, LLC's plan?

S.M. Gallivan, LLC's plan reported $3.6M in assets and 137 participants for 2024.

Original filing (PDF)20250603103014NAL0018383248001

S.M. Gallivan, LLC

Name: S.M. Gallivan, LLC — SM Gallivan & GRI 401(k) Plan, Form 5500 (2024)
Creator: S.M. Gallivan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SM Gallivan & GRI 401(k) Plan

401(k) retirement plan · S.M. Gallivan, LLC's SM Gallivan & GRI 401(k) Plan held $3.6M in plan assets for 137 participants in 2024.

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Shannon Gallivan-REO signed S.M. Gallivan, LLC's 2024 Form 5500 as plan administrator.

Shannon Gallivan-REO — 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

S.M. Gallivan, LLC's EIN is 14-1821862.

EIN 14-1821862

Plan number 001

Plan year 2024

ACK ID 20250603103014NAL0018383248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

S.M. Gallivan, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score