Plan Snapshot
- Plan Sponsor: The J. David Gladstone Institutes
- Sponsor EIN: 237203666
- Sponsor Address: THE J. DAVID GLADSTONE INSTITUTES, SAN FRANCISCO, CA, 94158
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 145
- Total Assets: $337,169
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $337,169 | $102,931 | $4,000 |
| 2023 | 149 | $201,909 | $98,612 | $0 |
| 2022 | 128 | $91,582 | $94,500 | $0 |
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 |
|---|---|---|---|---|
| INSERO AND CO CPAS, 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 | $814 | — | $814 | — | — |
| 2023 | $1,953 | — | $1,953 | — | — |
| 2022 | $187 | — | $187 | — | — |