How big is Daniel J. Galli & Associates' plan?

Daniel J. Galli & Associates' plan reported $690K in assets and 6 participants for 2025.

Original filing (PDF)20260510185136NAL0006275472001

Daniel J. Galli & Associates

Name: Daniel J. Galli & Associates — Daniel J. Galli, Form 5500 (2025)
Creator: Daniel J. Galli & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel J. Galli 401(k) Plan

401(k) retirement plan · Daniel J. Galli & Associates' Daniel J. Galli 401(k) Plan held $690K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

People on this filing

Daniel Galli signed Daniel J. Galli & Associates' 2025 Form 5500 as plan administrator.

Daniel Galli — 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

Daniel J. Galli & Associates' EIN is 41-2140351.

EIN 41-2140351

Plan number 001

Plan year 2025

ACK ID 20260510185136NAL0006275472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel J. Galli & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel J. Galli & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL J. GALLI & ASSOCIATES.

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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