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Recordkeeping fees per participant · Gartner Inc. Savings and Investment Plan · plan year 2024
$22.36
Higher than 28% of the 790 plans over $1B that report it.
= $339,888 / 15,198
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014094042NAL0001179523001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094042NAL0001179523001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$27.94
Higher than 25% of the 1,045 plans over $1B that report it.
= $424,698 / 15,198
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014094042NAL0001179523001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094042NAL0001179523001, received 2025-10-14
Administrative expenses per participant
$70.04
Higher than 50% of the 1,076 plans over $1B that report it.
= $1,064,502 / 15,198
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094042NAL0001179523001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094042NAL0001179523001, received 2025-10-14
Administrative expenses as a share of assets
0.039%
Higher than 43% of the 1,076 plans over $1B that report it.
= $1,064,502 / $2,695,168,659
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094042NAL0001179523001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014094042NAL0001179523001, received 2025-10-14
Employer contributions per participant
$3,782
Higher than 50% of the 1,135 plans over $1B that report it.
= $57,480,648 / 15,198
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094042NAL0001179523001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094042NAL0001179523001, received 2025-10-14
Employer share of total contributions
24.9%
Higher than 22% of the 1,135 plans over $1B that report it.
= $57,480,648 / $230,985,309
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094042NAL0001179523001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014094042NAL0001179523001, received 2025-10-14
Plan terms are described in Gartner, Inc.'s SEC filings: Form 10-K filed 2026-02-12. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014094042NAL0001179523001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | GARTNER, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Plan name | GARTNER INC. SAVINGS AND INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Sponsor EIN / plan number | 04-3099750 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Sponsor location | STAMFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Industry (business code) | 511190, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Participants, beginning of year | 15,090 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Active participants | 10,956 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Participants, end of year | 15,449 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Participants with an account balance | 15,198 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total assets, beginning of year | $2,260,022,528 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total assets, end of year | $2,695,168,659 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Net assets, end of year | $2,695,168,659 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total income | $621,647,038 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Net income | $435,146,131 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Employer contributions | $57,480,648 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Participant contributions | $145,032,876 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $28,471,785 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total contributions | $230,985,309 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Benefit payments | $185,363,275 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $186,500,907 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Total administrative expenses | $1,064,502 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Recordkeeping fees | $339,888 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Investment advisory and management fees | $639,804 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Administrative expenses excluding investment management | $424,698 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Held in common/collective trusts | $2,357,878,628 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Held in mutual funds | $237,416,661 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014094042NAL0001179523001, received 2025-10-14 |
| Independent auditor | COHNREZNICK LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014094042NAL0001179523001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014094042NAL0001179523001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $639,804 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $339,888 | yes |
| CAPTRUST | CONSULTANT | 16 Consulting (general) | $84,810 | |
| COHNREZNICK | CONSULTANT | 16 Consulting (general) | not reported | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014094042NAL0001179523001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,260,022,528 | $2,695,168,659 | 19.3% |
| Participants with a balance | 14,963 | 15,198 | 1.6% |
| Administrative expenses | $1,057,992 | $1,064,502 | 0.6% |
| Recordkeeping fees per participant | $28.37 | $22.36 | -21.2% |
| Employer contributions | $56,011,037 | $57,480,648 | 2.6% |
Prior filing 20241011152448NAL0039291632001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: GARTNER, INC.; SEC registrant: GARTNER INC (CIK 749251, matched by EIN; display name from the Form 10-K cover).