Plan Ledger DOL Form 5500 · updated monthly

Gartner, Inc.401(k)

GARTNER INC. SAVINGS AND INVESTMENT PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Gartner, Inc. reported $1,064,502 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $5,246 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other information & media employers. By assets it is the 11th-largest of 1,106 plans among Connecticut employers on file, and the 26th of 2,199 in information & media. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,695,168,659
Participants with balances15,198
Active participants10,956
Employer contributions$57,480,648
Employee contributions$145,032,876
Employer contribution per active participant$5,246
Average account balance$177,337
Benefits paid to participants$185,363,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7B · 15,198 accts · $57.5M emplr
2023$2.3B · 14,963 accts · $56.0M emplr
2022$1.8B · 14,560 accts · $50.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$339,888
Investment management$639,804
Total administrative$1,064,502
The Gartner, Inc. 401(k) match · 2024
Employer contribution per active participant$5,246
Median for plans this size$5,259
2024$5,246 per active participant
2023$5,259 per active participant
2022$4,857 per active participant

Gartner, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$639,804
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$339,888
CAPTRUST · Consulting$84,810
COHNREZNICK · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,064,502 · 0.04%
2023$1,057,992 · 0.05%
2022$1,307,897 · 0.07%
Same employer
Similar plansInformation & Media · Connecticut
Ericsson Inc. TX$3.8B · 0.12%
Nc Transaction, Inc. NY$3.7B · 0.04%
Fox Corporation NY$2.5B · 0.02%
Bellsouth, LLC TX$2.5B · 0.05%
Netflix, Inc. CA$2.3B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043099750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.