Daniel Boyer signed Galois, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Galois, Inc.'s EIN is 93-1278540.
Download the official 2024 Form 5500 (PDF) for Galois, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Galois, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR FEES |
| $2K |
| — |
| WELLINGTON CONSULTING SERVICES | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P MORGAN SECURITIES INC | — | — | EXECUTING BROKER COMM | $5 | — |
| MISCHLER FINANCIAL GROUP, INC | 42-1617108 | — | EXECUTING BROKER COMM | $3 | — |
| BOFA SECURITIES, INC | — | — | EXECUTING BROKER COMM | $2 | — |
| VIRTU AMERICAS LLC | — | — | EXECUTING BROKER COMM | $2 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERINGTON CONSULTING INC | 20-2554266 | — | TPA FEES | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SHAREHOLDER SERVICING | $99 | — |
