How big is The Gallatin Group Inc.'s plan?

The Gallatin Group Inc.'s plan reported $85K in assets and 3 participants for 2024.

Original filing (PDF)20250821131622NAL0008300050001

The Gallatin Group Inc.

Name: The Gallatin Group Inc. — The Gallatin Group Inc., Form 5500 (2024)
Creator: The Gallatin Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gallatin Group Inc. 401(k) Plan

401(k) retirement plan · The Gallatin Group Inc.'s The Gallatin Group Inc. 401(k) Plan held $85K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan identifiers

The Gallatin Group Inc.'s EIN is 87-3902262.

EIN 87-3902262

Plan number 001

Plan year 2024

ACK ID 20250821131622NAL0008300050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Gallatin Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Gallatin Group Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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