Plan Snapshot
- Plan Sponsor: Bernard Osher Marin Jewish Community Center
- Sponsor EIN: 680360243
- Sponsor Address: 200 N. SAN PEDRO ROAD, SAN RAFAEL, CA, 94903
- Plan Type: 403(b)
- Total Participants: 359
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 359 | $7.6M | $128,988 | $297,819 |
| 2023 | 100 | $6.7M | $103,106 | $270,662 |
| 2022 | 94 | $5.7M | $146,038 | $281,287 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,947 | — | $4,947 | — | — |
| 2023 | $18,589 | — | $4,078 | — | — |
| 2022 | $6,754 | — | $6,089 | — | $665 |