The J. David Gladstone Institutes Money Purchase Pension Plan
Sponsored by The J. David Gladstone Institutes · EIN 237203666 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 404
- With balances
- 854
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
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) | $57,251 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $28,350 |
| Concurrent Investment Advisors,Llc | Investment advisory (plan), Direct payment from the plan | $11,375 |