Sharon O'GRADY signed Galaxy US Opco Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Galaxy US Opco Inc.'s EIN is 87-3913943.
Download the official 2024 Form 5500 (PDF) for Galaxy US Opco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Galaxy US Opco Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT CPAS AND ADVISORS | 45-4084437 | — | CONSULTANT | $37K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $52.0M | 26.8% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $25.9M | 13.4% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $20.0M | 10.3% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $18.2M | 9.4% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $8.7M | 4.5% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $8.3M | 4.3% | |
| NB GENESIS R6 Mutual fund | Other securities | — | — | $7.4M | 3.8% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.7M | 3.5% | |
| Fidelity Self-directed brokerage account | Self-Directed Brokerage | — | — | $6.0M | 3.1% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $5.7M | 2.9% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $5.5M | 2.9% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $4.8M | 2.5% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $3.9M | 2.0% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $3.2M | 1.7% | |
| CT EMERGING MARKETS AMERIPRISE TRUST COMPANY · EIN 85-2903213 / PN 178 | Common Collective Trust | — | — | $3.0M | 1.5% | |
| NTN GL STNBLTY IDX K Mutual fund | Common Collective Trusts | — | — | $2.3M | 1.2% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.1% | |
| TRP US HIGH YIELD I Mutual fund | Mutual Funds | — | — | $1.8M | 1.0% | |
| CALVERT BOND R6 Mutual fund | U.S. Treasuries | — | — | $1.4M | 0.7% | |
| Participant Loans Various participants | Participant loans | — | — | $1.3M | 0.7% | |
| BR EM MKT EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| INVS CORE FI TR B1 INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| BR 20+ TREASURY BD R GREAT GRAY TRUST COMPANY · EIN 82-1419569 / PN 319 | Common Collective Trust | — | — | $920K | 0.5% | |
| PIMCO REAL RETURN SEI TRUST COMPANY · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $574K | 0.3% | |
| GG GLOBAL ALLOC R GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783885 / PN 940 | Common Collective Trust | — | — | $364K | 0.2% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
