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Original filing (PDF)20251009182853NAL0004164579001
THE J. DAVID GLADSTONE INSTITUTES
Form 5500
FILING_RECEIVED
THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
210
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE J. DAVID GLADSTONE INSTITUTES.
Plan sponsor
Name
THE J. DAVID GLADSTONE INSTITUTES
EIN
23-7203666
Address
1650 OWENS STREET · SAN FRANCISCO, CA · 94158
Phone
(415) 734-2036
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $1K | — |
Investments
48 direct securities · 1 pooled fund· $1.8M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.8M
48 holdings
Pooled Separate Account
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2050 Fund | — | — | — | $341K | 17.1% | |
| TIAA-CREF Lifecycle Index 2045 Fund | — | — | — | $242K | 12.2% | |
| TIAA Access Lifecycle 2045 Fund | — | — | — | $209K | 10.5% | |
| TIAA Access Lifecycle 2040 Fund | — | — | — | $179K | 9.0% | |
| TIAA-CREF Lifecycle Index 2055 Fund | — | — | — | $176K | 8.9% | |
| TIAA Access Lifecycle 2035 Fund | — | — | — | $84K | 4.2% | |
| TIAA-CREF Lifecycle Index 2040 Fund | — | — | — | $72K | 3.6% | |
| Schwab S&P 500 Index Fund | — | — | — | $72K | 3.6% | |
| CREF Stock Fund | — | — | — | $62K | 3.1% | |
| TIAA Access Lifecycle 2050 Fund | — | — | — | $61K | 3.0% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $42K | 2.1% | |
| CREF Equity Index Fund | — | — | — | $31K | 1.5% | |
| TIAA Traditional Non Benefit Responsive Fund | — | — | — | $26K | 1.3% | |
| TIAA Access Lifecycle 2030 Fund | — | — | — | $20K | 1.0% | |
| TIAA-CREF Lifecycle Index 2060 Fund | — | — | — | $17K | 0.8% | |
| TIAA Access Large-Cap Growth Fund | — | — | — | $15K | 0.8% | |
| GoldmanSachs Large Cap Value Fund | — | — | — | $14K | 0.7% | |
| Vanguard Developed Markets Index Fund | — | — | — | $13K | 0.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $12K | 0.6% | |
| CREF Money Market Fund | — | — | — | $11K | 0.6% | |
| BlackRock High Yield Bond Fund 309 1919 Socially Responsive Balanced Fund | — | — | — | $11K | 0.5% | |
| CREF Growth Fund | — | — | — | $11K | 0.5% | |
| TIAA-CREF Lifecycle Index 2035 Fund | — | — | — | $9K | 0.5% | |
| TIAA Stable Value Fund | — | — | — | $8K | 0.4% | |
| TIAA Access Real Estate Security Fund | — | — | — | $8K | 0.4% | |
| Invesco Developing Markets Y Fund | — | — | — | $8K | 0.4% | |
| TIAA Access Lifecycle 2025 Fund | — | — | — | $7K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7K | 0.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $7K | 0.3% | |
| Invesco International Small-Mid Company Fund 598 Vanguard Federal Money Market Fund | — | — | — | $6K | 0.3% | |
| CREF Global Equities Fund | — | — | — | $6K | 0.3% | |
| Vanguard Small-Cap Index Fund | — | — | — | $5K | 0.3% | |
| MFS International Diversified Fund | — | — | — | $5K | 0.3% | |
| TIAA Access Lifecycle 2020 Fund | — | — | — | $5K | 0.2% | |
| CREF Core Bond Fund | — | — | — | $5K | 0.2% | |
| TIAA Access Large-Cap Value Fund | — | — | — | $5K | 0.2% | |
| TIAA Access Mid-Cap Value Fund | — | — | — | $4K | 0.2% | |
| TIAA Access Small-Cap Blend Index Fund | — | — | — | $4K | 0.2% | |
| TIAA Access International Equity Fund | — | — | — | $4K | 0.2% | |
| TIAA Access Mid-Cap Growth Fund | — | — | — | $4K | 0.2% | |
| TIAA Access Large Cap Responsible Equity Fund | — | — | — | $3K | 0.2% | |
| CREF Inflation-Linked Bond Fund | — | — | — | $3K | 0.2% | |
| CREF Social Choice Fund | — | — | — | $3K | 0.1% | |
| Pioneer Bond Fund 189 Principal Real Estate Securities Fund | — | — | — | $3K | 0.1% | |
| MFS Mid Cap Value Fund | — | — | — | $2K | 0.1% | |
| DFA Inflation Protected Securities Portfolio Fund 171 Franklin Small Cap Value Fund | — | — | — | $2K | 0.1% | |
| TIAA-CREF Lifecycle Index 2030 Fund | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2010 Fund 575 * TIAA Access Lifecycle 2015 Fund | — | — | — | $1K | <0.1% | |
| JPMorgan Small Cap Growth Fund | — | — | — | $1K | <0.1% |
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