# Gallegos United 401(k) Plan
Source: https://planprovider.pro/companies/gallegos-united-401k-plan

> Gallegos United's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gallegos United

- **Sponsor EIN:** 330980953

- **Sponsor Address:** 300 PACIFIC COAST HWY, SUITE 200, HUNTINGTON BEACH, CA, 92648

- **Plan Type:** 401(k)

- **Total Participants:** 121

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|121|$7.9M|$109,603|$441,076|

| 2023|142|$7.2M|$145,732|$488,573|

| 2022|122|$6.9M|$125,336|$433,998|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$38,157|—|$38,157|

| EIDE BAILLY LLP|AUDITOR|$22,155|—|$22,155|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$21,500|—|$21,500|

| ACTUARIES UNLIMITED INC.|CONTRACT ADMIN|$12,525|—|$12,525|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,337

- **Estimated Expense Ratio:** 1.197% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$54,629|—|$54,629|—|—|

| 2023|$51,391|—|$51,391|—|—|

| 2022|$51,898|—|—|—|$51,898|

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