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 health coverage, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $52K | 15.4% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $51K | 15.1% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $41K | 12.0% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $39K | 11.5% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $32K | 9.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $30K | 8.8% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $18K | 5.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $11K | 3.2% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $5K | 1.4% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $3K | 0.9% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $2K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
