# Bernard Osher Marin Jewish Community Center 403(b) Plan
Source: https://planprovider.pro/companies/bernard-osher-marin-jewish-community-center-403b-plan

> Bernard Osher Marin Jewish Community Center's 403(b) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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