How big is Galbraith & Co.'s plan?

Galbraith & Co.'s plan reported $3.7M in assets and 10 participants for 2024.

Original filing (PDF)20250916144232NAL0005297778001

Galbraith & Co.

Name: Galbraith & Co. — Galbraith & Co. 401(k) Plan, Form 5500 (2024)
Creator: Galbraith & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Galbraith & Co. 401(k) Plan

401(k) retirement plan · Galbraith & Co.'s Galbraith & Co. 401(k) Plan held $3.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Sarah Galbraith signed Galbraith & Co.'s 2024 Form 5500 as plan administrator.

Sarah Galbraith — 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

Galbraith & Co.'s EIN is 20-5507348.

EIN 20-5507348

Plan number 001

Plan year 2024

ACK ID 20250916144232NAL0005297778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Galbraith & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Galbraith & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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