Plan Snapshot
- Plan Sponsor: The J. David Gladstone Institutes
- Sponsor EIN: 237203666
- Sponsor Address: 1650 OWENS STREET, SAN FRANCISCO, CA, 94158
- Plan Type: 403(b)
- Total Participants: 561
- Total Assets: $62.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 561 | $62.7M | $7,270 | $3.4M |
| 2023 | 585 | $53.7M | $0 | $3.1M |
| 2022 | 485 | $43.7M | $31,210 | $2.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $17,850 | — | $17,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,850
- Estimated Expense Ratio: 0.028% of plan assets
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 | $70,957 | $7,219 | $512 | $17,850 | — |
| 2023 | $48,831 | $5,156 | — | $9,450 | — |
| 2022 | $29,599 | $1,250 | — | — | — |