The J. David Gladstone Institutes 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The J. David Gladstone Institutes (EIN 237203666)
  • Plan Type: 403(b)
  • Total Participants: 561
  • Total Assets: $62.7M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024561$62.7M$7,270$3.4M
2023585$53.7M$0$3.1M
2022485$43.7M$31,210$2.9M

Service Providers

  • CLIFTONLARSONALLEN LLP — Accountant / Independent Qualified Public Accountant ($17,850)

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