Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GALLIVAN GALLIVAN & OMELIA LLC
EIN 01-0725561Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$741K assets
Welfare
0
Participants
9
PO BOX 10340 - BAINBRIDGE ISLAND, WA 98110206-652-1441
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $741K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DIGITAL WAR ROOM PROFIT SHARING PLAN
ProfitSharing
Assets$732K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GALLIVAN GALLIVAN & OMELIA LLC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$9K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DIGITAL WAR ROOM PROFIT SHARING PLAN | ProfitSharing | $732K | 8 | 2024 | |
| 001 | GALLIVAN GALLIVAN & OMELIA LLC 401K PROFIT SHARING PLAN & TRUST | 401k | $9K | 1 | 2024 |
Retirement plans