# The J. David Gladstone Institutes 401(k) Plan
Source: https://planprovider.pro/companies/the-j-david-gladstone-institutes-237203666-502

> The J. David Gladstone Institutes's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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