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Original filing (PDF)20251015081518NAL0005497648001
GALILEO, INC.
Form 5500
FILING_RECEIVED
GALILEO 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
414
Accounts w/ balance
418
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2050 Institutional Premium Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GALILEO, INC..
Plan sponsor
Name
GALILEO, INC.
EIN
82-2183623
Address
64 BLEECKER ST · NEW YORK, NY · 100122410
Phone
(713) 550-2984
Industry
Health Care & Social Assistancesee 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
2025-10-15
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
Investments
30 direct securities· $17.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Institutional Premium Fund | — | — | — | $5.1M | 28.6% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund | — | — | — | $3.0M | 17.0% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund | — | — | — | $1.6M | 9.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.6M | 8.9% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund | — | — | — | $1.2M | 6.5% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund | — | — | — | $1.0M | 5.8% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund | — | — | — | $981K | 5.5% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $598K | 3.4% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund | — | — | — | $584K | 3.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $269K | 1.5% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund | — | — | — | $232K | 1.3% | |
| Participant loans receivable - 18 loans outstanding with interest rates ranging from 4.50% to 9.50% - | — | — | — | $229K | 1.3% | |
| Fidelity International Index Fund | — | — | — | $222K | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $167K | 0.9% | |
| PIMCO RAE US Small Institutional Fund | — | — | — | $121K | 0.7% | |
| Putnam Large Cap Value R6 Fund | — | — | — | $102K | 0.6% | |
| MFS International Equity R6 Fund | — | — | — | $100K | 0.6% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund | — | — | — | $93K | 0.5% | |
| BlackRock Mid-Cap Growth Equity K Fund | — | — | — | $89K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $84K | 0.5% | |
| Vanguard Treasury Money Market Investor Fund | — | — | — | $76K | 0.4% | |
| PGIM High Yield R6 Fund | — | — | — | $53K | 0.3% | |
| Principal MidCap Value I Institutional Fund | — | — | — | $51K | 0.3% | |
| Buffalo Small Cap Institutional Fund | — | — | — | $28K | 0.2% | |
| American Funds Bond Fund of America R6 Fund | — | — | — | $26K | 0.1% | |
| Fidelity Freedom Index 2020 Institutional Premium Fund | — | — | — | $16K | <0.1% | |
| American Funds Inflation Linked Bond R6 Fund | — | — | — | $16K | <0.1% | |
| Fidelity Freedom Index Income Institutional Premium Fund | — | — | — | $9K | <0.1% | |
| American Funds New World R6 Fund | — | — | — | $9K | <0.1% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $1K | <0.1% |
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