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Original filing (PDF)20251009145452NAL0003677395001
THE GLADNEY CENTER
Form 5500
FILING_RECEIVED
THE GLADNEY CENTER 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
165
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
12 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GLADNEY CENTER.
Plan sponsor
Name
THE GLADNEY CENTER
EIN
75-0917409
Address
6300 JOHN RYAN DRIVE · FORT WORTH, TX · 761324122
Phone
(817) 922-6000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $3K | — |
Investments
12 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Fund | — | — | — | $2.4M | 22.5% | |
| American Funds Euro Pacific Growth Fund Class R4 | — | — | — | $1.5M | 13.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $1.2M | 11.5% | |
| Lincoln Financial Group Stable Value Fund | — | — | — | $1.2M | 11.0% | |
| MFS Value Fund R3 | — | — | — | $1.0M | 9.7% | |
| Columbia Large Cap Index Fund A | — | — | — | $1.0M | 9.4% | |
| John Hancock Disciplined Value Mid Cap A | — | — | — | $641K | 5.9% | |
| MFS Mid Cap Growth Class R4 | — | — | — | $622K | 5.8% | |
| Westwood Quality Small Cap | — | — | — | $528K | 4.9% | |
| Emerald Growth Fund Class A | — | — | — | $512K | 4.7% | |
| with various due dates -0- | — | — | — | $73K | 0.7% | |
| PIMCO Income Fund Administrative Class | — | — | — | $1K | <0.1% |
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