Original filing (PDF)20251013172906NAL0000860851001

GALLUP, INC.

Name: GALLUP, INC. — GALLUP RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: GALLUP, INC.

Form 5500

FILING_RECEIVED

GALLUP RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

973

Accounts w/ balance

1,426

Plan assets (EOY)

$263.1M

Net assets (EOY)

$263.1M

How this plan invests

This plan

16 pooled trusts

Schedule D

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GALLUP, INC..

Plan sponsor

Name

GALLUP, INC.

EIN

21-0699771

Address

P.O. BOX 2277 · OMAHA, NE · 681032277

Phone

(402) 938-6447

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

LUTZ AND COMPANY, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$126K	—
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	NONE	$118K	—

Investments

16 pooled funds· $157.0M(60% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Shares / units	Cost	Current value	% of plan
VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$29.1M	11.1%
VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$24.2M	9.2%
VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001	Common Collective Trust	—	$16.7M	$17.7M	6.7%
VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$17.3M	6.6%
VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$16.8M	6.4%
VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001	Common Collective Trust	—	$18.0M	$16.0M	6.1%
VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$9.5M	3.6%
GOLDMAN SACHS STABLE VL COL TRUST GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025	Common Collective Trust	—	$6.5M	$5.9M	2.2%
VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$5.3M	2.0%
T. ROWE PRICE LARGE CAP GROWTH CIT; GREAT GRAY · EIN 38-7289848 / PN 001	Common Collective Trust	—	—	$5.0M	1.9%
VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$3.7M	1.4%
PUTNAM SMALL CAP GROWTH TRUST; CLAS GREAT GRAY · EIN 86-1846156 / PN 001	Common Collective Trust	—	—	$2.6M	1.0%
VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$1.8M	0.7%
PGIM TOTAL RETURN BOND FUND CIT; FE GREAT GRAY · EIN 38-4097323 / PN 471	Common Collective Trust	—	—	$1.5M	0.6%
VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$495K	0.2%
VFTC TARGET RET 2070 R II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001	Common Collective Trust	—	—	$88K	<0.1%