Michelle Sibly signed The J. David Gladstone Institutes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The J. David Gladstone Institutes' EIN is 23-7203666.
Download the official 2024 Form 5500 (PDF) for The J. David Gladstone Institutes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The J. David Gladstone Institutes' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | NONE | $7K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $18K | — |
| FIDELITY INV INST. OPS CO., INC. | 04-2647786 | — | NONE | $2K | — |
