Plan Snapshot
- Plan Sponsor: Gartner, INC.
- Sponsor EIN: 043099750
- Sponsor Address: TREASURY DEPARTMENT, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 10,956
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 10,956 | $2.7B | $57.5M | $145.0M |
| 2023 | 10,650 | $2.3B | $56.0M | $137.3M |
| 2022 | 10,371 | $1.8B | $50.4M | $120.0M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,064,502 | $639,804 | — | — | — |
| 2023 | $1,057,992 | $540,810 | $2,700 | — | — |
| 2022 | $1,307,897 | $518,662 | — | — | — |