How big is The Gilbert Residence's plan?

The Gilbert Residence's plan reported $3.0M in assets and 60 participants for 2024.

Original filing (PDF)20250728155246NAL0001790321001

The Gilbert Residence

Name: The Gilbert Residence — The Gilbert Residence, Inc., Form 5500 (2024)
Creator: The Gilbert Residence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gilbert Residence, Inc. Tax Deferred Annuity Plan

403(b) retirement plan · The Gilbert Residence's The Gilbert Residence, Inc. Tax Deferred Annuity Plan held $3.0M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

DAWN Bates signed The Gilbert Residence's 2024 Form 5500 as plan administrator.

DAWN Bates — 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

The Gilbert Residence's EIN is 38-1615660.

EIN 38-1615660

Plan number 001

Plan year 2024

ACK ID 20250728155246NAL0001790321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Gilbert Residence's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score