DOL Form 5500 · 2024 Plan Year

THE J. DAVID GLADSTONE INSTITUTES

THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN

Defined ContributionCA
$62.7M
Plan Assets
906
Participants
2024
Plan Year
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Plan Details

Plan Name
THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN
Sponsor
THE J. DAVID GLADSTONE INSTITUTES
Sponsor EIN
237203666
Plan Number
003
Location
SAN FRANCISCO, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$62.7M
Participants
906
Filing Received
October 9, 2025
Plan Year
2024

About this Plan

THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN is a defined contribution retirement plan sponsored by THE J. DAVID GLADSTONE INSTITUTES, headquartered in SAN FRANCISCO, CA, holding approximately $62.7M in plan assets on behalf of 906 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).