The J. David Gladstone Institutes 403(b) Tda Plan
Sponsored by The J. David Gladstone Institutes · EIN 237203666 · Plan #003
- Total assets
- $62.7M
- Net assets
- $62.7M
- Active participants
- 561
- With balances
- 790
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $42,286 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,850 |
| Concurrent Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $7,219 |
| Fidelity Inv Inst. Ops Co., Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $2,472 |