Galaxy Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by Galaxy Systems, Inc. · EIN 133583090 · Plan #002
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 498
- With balances
- 605
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $129,037 |
| Cliftonlarsonallen Llp | Accounting, Investment advisory (plan), Direct payment from the plan | $11,647 |
| Cliftonlarsenallen Llp | Accounting, Direct payment from the plan | $8,045 |
| S B H U Life Agency Inc | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |