· 2022–2024 · DOL EFAST2

GALLOWAY KUCERA FINANCIAL, LLC — GALLOWAY KUCERA FINANCIAL 401(K) RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20251120163818NAL0003041123001

GALLOWAY KUCERA FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

GALLOWAY KUCERA FINANCIAL 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.1 mo

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

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

82

Vendor & structure

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GALLOWAY KUCERA FINANCIAL, LLC.

Plan sponsor

Name

GALLOWAY KUCERA FINANCIAL, LLC

EIN

86-1384400all filings

Address

2423 EARL RUDDER FREEWAY SOUTH STE · COLLEGE STATION, TX · 77845

Phone

(979) 383-2505

Industry

Finance & Insurancesee 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

2025-11-20

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)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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