Gartner Inc. Savings And Investment Plan — Form 5500 plan (Gartner, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gartner Inc. Savings And Investment Plan is a benefit plan reported by Gartner, Inc. under EIN 04-3099750 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,749 participants and $2,260,022,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gartner, Inc.
- EIN
- 04-3099750
- Plan number
- 002
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 14,749
- End-of-year plan assets
- $2,260,022,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,749 | H, C | 20241011152448NAL0039291632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,260,022,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,260,022,528
- Net assets (BOY)
- $1,783,026,083
Income & contributions
- Employer contributions
- $56,011,037
- Participant contributions
- $137,250,844
- Total contributions
- $219,541,308
- Total income / additions
- $618,043,619
Expenses & distributions
- Benefits paid
- $139,911,002
- Administrative expenses
- $1,057,992
- Total expenses
- $141,047,174
- Net increase / (decrease)
- $476,996,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $540,810 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $427,257 | $0 | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $54,250 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | CONSULTANT | $35,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gartner, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation