Galois Inc 401 K Plan And Trust
Sponsored by Galois, Inc. · EIN 931278540 · Plan #001 · Portland, OR
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 116
- With balances
- 178
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everington Consulting Inc | Recordkeeping | $142,881 |
| Fisher Investments | Other commissions | $2,306 |
| Charles Schwab & Co., Inc. | Securities brokerage, Shareholder servicing fees | $99 |
| J.P Morgan Securities Inc | Other commissions | $5 |
| Mischler Financial Group, Inc | Other commissions | $3 |
| Bofa Securities, Inc | Other commissions | $2 |
| Virtu Americas Llc | Other commissions | $2 |
| Wellington Consulting Services | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Charles Schwab Trust Bank | Trustee (institutional), Custodial (securities) | $0 |