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Original filing (PDF)20250930120846NAL0012230737001
THE J. DAVID GLADSTONE INSTITUTES
Form 5500
FILING_RECEIVED
GLADSTONE INSTITUTES RETIREMENT HEALTHCARE SAVINGS PROGRAM
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
—
Plan assets (EOY)
$337K
Net assets (EOY)
$337K
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
THE J. DAVID GLADSTONE INSTITUTES · 1650 OWENS STREET · SAN FRANCISCO, CA · 94158
Phone
(415) 734-2098
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
INSERO AND CO CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
11 direct securities· $282K(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $52K | 15.4% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $51K | 15.1% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $41K | 12.0% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $39K | 11.5% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $32K | 9.6% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $30K | 8.8% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $18K | 5.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $11K | 3.2% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $5K | 1.4% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $3K | 0.9% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $2K | 0.7% |
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