Plan Snapshot
- Plan Sponsor: Community Action Marin
- Sponsor EIN: 946136365
- Sponsor Address: 7665 REDWOOD BLVD SUITE 100, SAN RAFAEL, CA, 94945
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 303
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 303 | $4.7M | $0 | $0 |
| 2024 | 241 | $4.0M | $62,742 | $351,732 |
| 2023 | 211 | $3.5M | $42,029 | $252,191 |
| 2022 | 203 | $2.8M | $49,935 | $163,021 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $17,417 | — | $17,417 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $15,694 | — | $15,694 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,262 | — | $5,262 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,373
- Estimated Expense Ratio: 0.818% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $559,320 | $22,679 | — | — | — |
| 2024 | $31,761 | $19,096 | — | — | — |
| 2023 | $24,119 | $13,174 | — | — | — |
| 2022 | $24,348 | $12,399 | $11,949 | — | — |