Original filing (PDF)20251015141609NAL0004800561001

R. M. GALICIA, INC.

Name: R. M. GALICIA, INC. — PROGRESSIVE MANAGEMENT SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: R. M. GALICIA, INC.

Form 5500

FILING_RECEIVED

PROGRESSIVE MANAGEMENT SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

104

Accounts w/ balance

138

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. M. GALICIA, INC..

Plan sponsor

Name

R. M. GALICIA, INC.

EIN

95-3901427

Address

1521 W. CAMERON AVENUE · WEST COVINA, CA · 91790

Phone

(626) 813-6200

Industry

Admin Support & Waste Mgmtsee 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

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

EISNERAMPER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $4.5M(96% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	R. M. Galicia, Inc.	—	12,323	$4.1M	$4.5M	95.6%

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