How big is Gallegos United's plan?

Gallegos United's plan reported $7.9M in assets and 121 participants for 2024.

Original filing (PDF)20250919153805NAL0005624018001

Gallegos United

Name: Gallegos United — United Collective 401(k) Plan, Form 5500 (2024)
Creator: Gallegos United
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

United Collective 401(k) Plan

401(k) retirement plan · Gallegos United's United Collective 401(k) Plan held $7.9M in plan assets for 121 participants in 2024, with Empower as recordkeeper.

Signals · 4

Late participant contributionsNon-exempt prohibited transactionHigh average account balance~120 bps in Sched C fees

Active participants

121

Accounts w/ balance

112

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Gallegos United's EIN is 33-0980953.

EIN 33-0980953

Plan number 002

Plan year 2024

ACK ID 20250919153805NAL0005624018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gallegos United'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 GALLEGOS UNITED.

Finding similar companies…

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 10K (2% of contributions).
Non-exempt prohibited transaction reported (Schedule G).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

GALLEGOS UNITED

EIN

all filings

Address

300 PACIFIC COAST HWY, SUITE 200 · HUNTINGTON BEACH, CA · 92648

Phone

(714) 794-6429

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

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

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	SAN RAFAEL, CA	INVESTMENT ADVISOR	$38K	—

Investments

28 direct securities· $7.8M(99% of reported assets)

Other securities

$6.4M

20 holdings

Common Collective Trusts

$812K

3 holdings

Common Stocks

$271K

1 holding

Mutual Funds

$265K

3 holdings

Bonds / Notes

$48K

1 holding

					% of plan
T. Rowe Price Retirement 2030 Fund Mutual Fund N/A	Other securities	—	—	$1.6M	20.3%
MassMutual 60/40 Allocation Fund Mutual Fund N/A	Other securities	—	—	$833K	10.6%
MassMutual Disciplined Growth Fund Mutual Fund N/A	Other securities	—	—	$560K	7.1%
T. Rowe Price Retirement 2045 Fund Mutual Fund N/A	Other securities	—	—	$492K	6.2%
T. Rowe Price Retirement 2055 Fund Mutual Fund N/A	Other securities	—	—	$466K	5.9%
MassMutual 80/20 Allocation Fund Mutual Fund N/A	Other securities	—	—	$416K	5.3%
MM S&P 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$415K	5.3%
T. Rowe Price Retirement 2035 Fund Mutual Fund N/A	Other securities	—	—	$387K	4.9%
T. Rowe Price Retirement 2025 Fund Mutual Fund N/A	Other securities	—	—	$385K	4.9%
Columbia Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$335K	4.2%
Massachusetts Mutual Life Insurance Company Group Annuity Contract N/A	Common Stocks	—	—	$271K	3.4%
MassMutual Mid Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$260K	3.3%
T. Rowe Price Retirement 2050 Fund Mutual Fund N/A	Other securities	—	—	$256K	3.2%
T. Rowe Price Retirement 2040 Fund Mutual Fund N/A	Other securities	—	—	$171K	2.2%
MFS Value Fund Mutual Fund N/A	Mutual Funds	—	—	$167K	2.1%
T. Rowe Price Retirement Balanced Fund Mutual Fund N/A	Other securities	—	—	$165K	2.1%
MassMutual Core Bond Fund Mutual Fund N/A	Other securities	—	—	$119K	1.5%
American Century Mid Cap Value Fund Mutual Fund N/A	Other securities	—	—	$103K	1.3%
Columbia Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$63K	0.8%
MFS International Intrinsic Value Fund Mutual Fund N/A	Mutual Funds	—	—	$56K	0.7%
MassMutual 20/80 Allocation Fund Mutual Fund N/A	Other securities	—	—	$54K	0.7%
Notes receivable from participants Maturing 2029 interest rate of 4.25% -	Bonds / Notes	—	—	$48K	0.6%
MassMutual International Equity Fund Mutual Fund N/A	Other securities	—	—	$46K	0.6%
Invesco Real Estate Fund Mutual Fund N/A	Mutual Funds	—	—	$42K	0.5%
MassMutual Overseas Fund Mutual Fund N/A	Other securities	—	—	$26K	0.3%
MassMutual 40/60 Allocation Fund Mutual Fund N/A	Other securities	—	—	$17K	0.2%
T. Rowe Price Retirement 2020 Fund Mutual Fund N/A	Other securities	—	—	$9K	0.1%
MassMutual Short Duration Bond Fund Mutual Fund N/A	Other securities	—	—	$3K	<0.1%