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Original filing (PDF)20251014174347NAL0001718915001
PGAL, INC.
Form 5500
FILING_RECEIVED
PGAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
288
Accounts w/ balance
380
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PGAL, INC..
Plan sponsor
Name
PGAL, INC.
EIN
76-0291476
Address
3131 BRIARPARK · SUITE 200 · HOUSTON, TX · 77042
Phone
(713) 968-9367
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $56K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $12K | — |
Investments
32 direct securities · 1 pooled fund· $49.4M(100% 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.
Uncategorized
$40.5M
31 holdings
Mutual Funds
$7.9M
1 holding
Common Collective Trust
$988K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund 38,597 shares | Mutual Funds | — | $39K | $7.9M | 15.9% | |
| Fidelity Large Cap Growth Index Fund 179,626 shares | — | — | $180K | $7.0M | 14.2% | |
| Fidelity Advisor Freedom 2070 Fund - Class Z 18 shares 187 Mahindra Manulife Mid Cap Fund - Regular Growth 114,162 shares | — | — | $114K | $3.3M | 6.8% | |
| Fidelity Advisor Freedom 2040 Fund - Class Z 188,929 shares | — | — | $189K | $3.1M | 6.3% | |
| Fidelity Advisor Freedom 2030 Fund - Class Z 203,166 shares | — | — | $203K | $2.9M | 5.8% | |
| JPMorgan U.S. Equity Fund Class R6 99,714 shares | — | — | $100K | $2.5M | 5.0% | |
| Fidelity Advisor Freedom 2035 Fund - Class Z 163,161 shares | — | — | $163K | $2.4M | 4.8% | |
| Fidelity Advisor Freedom 2050 Fund - Class Z 174,573 shares | — | — | $175K | $2.3M | 4.7% | |
| Fidelity Advisor Freedom 2055 Fund - Class Z 121,625 shares | — | — | $122K | $1.8M | 3.7% | |
| Touchstone Small Company Fund - Class Y 243,846 shares | — | — | $244K | $1.7M | 3.4% | |
| Fidelity Government Money Market Fund 1,642,924 shares | — | — | $1.6M | $1.6M | 3.3% | |
| Columbia Dividend Income Fund Institutional 3 Class 47,459 shares | — | — | $47K | $1.6M | 3.2% | |
| Fidelity Advisor Freedom 2045 Fund - Class Z 101,993 shares | — | — | $102K | $1.4M | 2.7% | |
| Fidelity Advisor Government Income Fund - Class Z 40,179 shares | — | — | $40K | $1.3M | 2.6% | |
| Fidelity Advisor Freedom 2025 Fund - Class Z 90,583 shares | — | — | $91K | $1.1M | 2.3% | |
| Diamond Hill Select Fund Class Y 43,815 shares | — | — | $44K | $1.0M | 2.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $1.1M | $988K | 2.0% | |
| Brandywine Corporate Credit Fund 86,517 shares | — | — | $87K | $917K | 1.9% | |
| Fidelity Advisor Freedom 2060 Fund - Class Z 59,579 shares | — | — | $60K | $813K | 1.6% | |
| Royce Small-Cap Opportunity Fund Investment Class 35,447 shares | — | — | $35K | $549K | 1.1% | |
| T Rowe Price Balanced Fund - Class I 17,092 shares | — | — | $17K | $449K | 0.9% | |
| Fidelity Advisor International Capital Appreciation Fund - Class Z 49,228 shares | — | — | $49K | $443K | 0.9% | |
| Varying Maturity Dates Through 2031 | — | — | — | $424K | 0.9% | |
| Columbia Overseas Value Inst2 34,199 shares | — | — | $34K | $360K | 0.7% | |
| Fidelity International Index Fund 6,643 shares | — | — | $7K | $316K | 0.6% | |
| Fidelity Mid Cap Index Fund 8,365 shares | — | — | $8K | $282K | 0.6% | |
| JPMorgan Small Cap Growth Fund 12,593 shares | — | — | $13K | $262K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund - Class Z 18,346 shares | — | — | $18K | $237K | 0.5% | |
| Fidelity Advisor Freedom 2010 Fund - Class Z 12,487 shares | — | — | $12K | $131K | 0.3% | |
| Fidelity Advisor Freedom 2015 Fund - Class Z 11,991 shares | — | — | $12K | $125K | 0.3% | |
| Fidelity Advisor Freedom 2020 Fund - Class Z 4,488 shares | — | — | $4K | $53K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 2,975 shares | — | — | $3K | $3K | <0.1% | |
| Fidelity Advisor Freedom Income - Class Z 251 shares | — | — | — | $3K | <0.1% |
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