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Original filing (PDF)20251014160634NAL0003241937001
GLAAD
Form 5500
FILING_RECEIVED
GLAAD 403(B) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
147
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLAAD.
Plan sponsor
Name
GLAAD
EIN
13-3384027
Address
104 WEST 29TH STREET · NEW YORK, NY · 10001
Phone
(646) 397-3069
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | CONTRACT ADMIN | $14K | — |
| TRUOG-RYDING COMPANY, INC. | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $1K | — |
Investments
24 direct securities· $3.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Fund R3 Mutual Fund | — | — | — | $530K | 17.2% | |
| American Funds 2035 Target Date Fund R3 Mutual Fund | — | — | — | $512K | 16.6% | |
| American Funds 2055 Target Date Fund R3 Mutual Fund | — | — | — | $277K | 9.0% | |
| American Funds 2030 Target Date Fund R3 Mutual Fund | — | — | — | $256K | 8.3% | |
| American Funds 2040 Target Date Fund R3 Mutual Fund | — | — | — | $229K | 7.5% | |
| American Funds 2045 Target Date Fund R3 Mutual Fund | — | — | — | $166K | 5.4% | |
| American Funds 2065 Target Date Fund R3 Mutual Fund ** 680 * American Funds EuroPacific Growth Fund R2 Mutual Fund | — | — | — | $142K | 4.6% | |
| American Funds Fundamental Investors R2 Mutual Fund | — | — | — | $141K | 4.6% | |
| American Funds 2060 Target Date Fund R3 Mutual Fund | — | — | — | $123K | 4.0% | |
| BlackRock High Yield Bond Investor C Shares Mutual Fund | — | — | — | $104K | 3.4% | |
| American Funds 2025 Target Date Fund R3 Mutual Fund | — | — | — | $100K | 3.3% | |
| ClearBridge Large Cap Growth Fund Class C Mutual Fund | — | — | — | $93K | 3.0% | |
| American Funds New World Fund R2 Mutual Fund | — | — | — | $77K | 2.5% | |
| American Funds Washington Mutual R2 Mutual Fund | — | — | — | $73K | 2.4% | |
| MFS Mid Cap Value R1 Mutual Fund | — | — | — | $60K | 2.0% | |
| BlackRock Mid-Cap Growth Equity Investor C Shares Mutual Fund | — | — | — | $58K | 1.9% | |
| BlackRock Strategic Global Bond Fund Mutual Fund | — | — | — | $31K | 1.0% | |
| Franklin Small Cap Value Fund C Mutual Fund | — | — | — | $30K | 1.0% | |
| American Funds 2010 Target Date Fund R3 Mutual Fund | — | — | — | $17K | 0.5% | |
| ClearBridge Small Cap Growth Fund Class C Mutual Fund | — | — | — | $16K | 0.5% | |
| American Funds US Government Money Market R2 Mutual Fund | — | — | — | $5K | 0.2% | |
| Federated Hermes MDT Small Cap Core Fund Mutual Fund | — | — | — | $4K | 0.1% | |
| ClearBridge Mid Cap Fund Class C Mutual Fund | — | — | — | $2K | <0.1% | |
| Invesco Real Estate Fund C Mutual Fund | — | — | — | $2K | <0.1% |