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Original filing (PDF)20251002103232NAL0000578944001
GLIDE FOUNDATION
Form 5500
FILING_RECEIVED
GLIDE FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 2
~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
184
Accounts w/ balance
285
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 199% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLIDE FOUNDATION.
Plan sponsor
Name
GLIDE FOUNDATION
EIN
94-1156481
Address
330 ELLIS STREET · SAN FRANCISCO, CA · 94102
Phone
(415) 674-6000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $58K | — |
| ARMANINO LLP | 94-6214841 | — | NONE | $25K | — |
| BPIA, INC | 91-1994673 | — | NONE | $10K | — |
Investments
15 direct securities· $10.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $2.0M | 18.8% | |
| BLACKROCK TOTAL RETURN K Registered Investment Company | — | — | — | $1.9M | 18.1% | |
| DFA INTERNATIONAL CORE EQ I Registered Investment Company | — | — | — | $1.4M | 13.5% | |
| FIDELITY ADVISORR TOTAL BOND I Registered Investment Company | — | — | — | $1.3M | 12.4% | |
| STANDARD STABLE ASSET D Fully benefit-responsive investment contract | — | — | — | $952K | 8.9% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $843K | 7.9% | |
| VANGUARD EQUITY-INCOME ADM Registered Investment Company | — | — | — | $832K | 7.8% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $498K | 4.7% | |
| VANGUARD MID CAP VAL IDX ADM Registered Investment Company | — | — | — | $294K | 2.8% | |
| CARILLON EAGLE MC GROWTH R6 Registered Investment Company | — | — | — | $278K | 2.6% | |
| maturing through June 2034 0 | — | — | — | $173K | 1.6% | |
| CALVERT US LGCPCORERSP IDX R6 Registered Investment Company | — | — | — | $36K | 0.3% | |
| AMERICAN FUNDS AMER BALANCED R6 Registered Investment Company | — | — | — | $25K | 0.2% | |
| SCHWAB TREASURY INFPROSECIDX Registered Investment Company | — | — | — | $11K | 0.1% | |
| AMERICAN CENTURY GOV BOND R5 Registered Investment Company | — | — | — | $4K | <0.1% |