Galloway, Inc. And Affiliated Employers 401(k) Savings Plan
Sponsored by Galloway, Inc. · EIN 133728651 · Plan #001
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 160
- With balances
- 183
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $127,530 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $62,570 |
| Empower Advisory Group, Llc | Investment management | $4,344 |
| Penserv, Inc. | Contract administrator | $2,850 |