How big is Glenstone Foundation's plan?

Glenstone Foundation's plan reported $7.8M in assets and 148 participants for 2024.

Original filing (PDF)20250609163951NAL0014440609001

Glenstone Foundation

Name: Glenstone Foundation — Glenstone Foundation 401(k), Form 5500 (2024)
Creator: Glenstone Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Glenstone Foundation 401(k) Plan

401(k) retirement plan · Glenstone Foundation's Glenstone Foundation 401(k) Plan held $7.8M in plan assets for 148 participants in 2024, with Fidelity as recordkeeper.

Active participants

148

Accounts w/ balance

222

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Noordin Moloo signed Glenstone Foundation's 2024 Form 5500 as plan administrator.

Noordin Moloo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Glenstone Foundation's EIN is 20-5938416.

EIN 20-5938416

Plan number 001

Plan year 2024

ACK ID 20250609163951NAL0014440609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Glenstone Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Glenstone Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENSTONE FOUNDATION.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GLENSTONE FOUNDATION

EIN

all filings

Address

12100 GLEN ROAD · POTOMAC, MD · 20854

Phone

(240) 829-3397

Industry

Arts, Entertainment, Recreation

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

2025-06-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Investments

31 direct securities· $7.8M(100% of reported assets)

Mutual Funds

$5.7M

19 holdings

Common Collective Trusts

$1.8M

6 holdings

Other securities

$287K

6 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	16.7%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$996K	12.7%
Fidelity Freedom 2025 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$939K	12.0%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$685K	8.8%
Fidelity Freedom 2070 Fund Class K7 Mutual Fund 54 * Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$544K	7.0%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$453K	5.8%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$380K	4.9%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$350K	4.5%
Fidelity Freedom 2020 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$275K	3.5%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$272K	3.5%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$212K	2.7%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$171K	2.2%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$144K	1.8%
Fidelity Global Ex US Index Fund Mutual Fund	Common Collective Trusts	—	—	$136K	1.7%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$128K	1.6%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$103K	1.3%
with Various Maturity Dates -	Other securities	—	—	$103K	1.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$95K	1.2%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$93K	1.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$80K	1.0%
VS Emerging Markets Fund R6 Mutual Fund	Other securities	—	—	$76K	1.0%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$60K	0.8%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$51K	0.6%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$37K	0.5%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$36K	0.5%
Goldman Sachs Inflation Protection Securities Fund Mutual Fund	Other securities	—	—	$32K	0.4%
Virtus Duff & Phelps Real Estate Securities Fund Mutual Fund	Other securities	—	—	$20K	0.3%
Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	0.2%
Janus Henderson Growth & Income Fund Mutual Fund	Mutual Funds	—	—	$16K	0.2%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$5K	<0.1%
Fidelity Freedom 2015 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%