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Sponsor portfolio

GALBRAITH & CO.

EIN 20-5507348-accounting-Latest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
26
1560 BROADWAY, SUITE 701 - NEW YORK, NY 10036212-938-0880LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$4.6M - 13 part#002CashBalance-$1.9M - 13 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • & CO. 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & CO. 401(K) (#001)13
  • CASH BALANCE PLAN (#002)13
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GALBRAITH & CO. 401(K) PLAN

401k

Assets$4.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GALBRAITH & COMPANY, INC. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GALBRAITH & CO. 401(K) PLAN401k$4.6M132025
002GALBRAITH & COMPANY, INC. CASH BALANCE PLANCashBalance$1.9M132025
Retirement plans
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