Plan Ledger DOL Form 5500 · updated monthly

Galloway & Company, Inc.401(k)

GALLOWAY & COMPANY, INC. 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2025

Reported admin expense ratio · 2025
0.60%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Galloway & Company, Inc. reported $191,290 in plan administrative expenses for 2025: 0.60% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,518 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 339th-largest of 1,461 plans among Colorado employers on file, and the 3,743rd of 11,654 in professional & technical services. In 2025, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 246 to 312 since 2022.

Plan summary
Net assets, end of year$34,411,730
Participants with balances394
Active participants312
Employer contributions$1,721,510
Employee contributions$2,427,697
Employer contribution per active participant$5,518
Average account balance$87,339
Benefits paid to participants$3,682,620
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.4M · 394 accts · $1.7M emplr
2024$29.3M · 377 accts · $1.5M emplr
2023$24.2M · 384 accts · $1.3M emplr
2022$18.6M · 246 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$780
Investment management$190,510
Total administrative$191,290
The Galloway & Company, Inc. 401(k) match · 2025
Employer contribution per active participant$5,518
Median for plans this size$2,666
2025$5,518 per active participant
2024$5,398 per active participant
2023$4,283 per active participant
2022$5,069 per active participant

Galloway & Company, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
RESOURCES INVESTMENT ADVISORS · Investment management$73,603
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$71,529
THE FINWAY GROUP · Contract administrator$24,515

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$191,290 · 0.60%
2024$159,147 · 0.60%
2023$127,829 · 0.60%
2022$117,486 · 0.61%
Same employer
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Voyager Space Force, LLC CO$34.2M · 0.45%
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E Source Companies, LLC CO$32.4M · 0.33%
McAconnect, LLC CO$32.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841072642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.