· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GALILEO PLANNING GROUP, INC. — GALILEO PLANNING GROUP, INC.401(K) & PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416191932NAL0009258320001
GALILEO PLANNING GROUP, INC.
Form 5500-SF
FILING_RECEIVED
GALILEO PLANNING GROUP, INC.401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
14
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GALILEO PLANNING GROUP, INC.
.
Find decision makers
Plan sponsor
Name
GALILEO PLANNING GROUP, INC.
EIN
20-8041767
Address
4600 BOHANNON DRIVE, SUITE 260 · MENLO PARK, CA · 94025
Phone
(650) 289-1116
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SHAREBUILDER ADVISORS, LLC
SHAREBUILDER ADVISORS, LLC 401(K) P/S PLAN
$7.4M · 34 participants
PALADIN CAPITAL MANAGEMENT, LLC
PALADIN CAPITAL MANAGEMENT, LLC 401(K) PLAN
$7.4M · 30 participants
LONGUEVUE MANAGEMENT COMPANY, LLC
LONGUEVUE MANAGEMENT 401(K) P/S PLAN
$7.4M · 20 participants
MAYFLOWER ADVISORS, LLC
MAYFLOWER ADVISORS, LLC 401(K) RETIREMENT PLAN
$7.4M · 23 participants
SINGULARITY ASSOCIATES, LLC
CAMARDA FINANCIAL ADVISORS 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.4M · 8 participants
A.N. CULBERTSON & COMPANY, INC.
A.N. CULBERTSON & COMPANY, INC. PROFIT SHARING PLAN
$7.4M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
