Plan Snapshot
- Plan Sponsor: Marin Community Clinics
- Sponsor EIN: 942237120
- Sponsor Address: 9 COMMERCIAL BLVD STE 100, NOVATO, CA, 94949
- Plan Type: 403(b)
- Total Participants: 574
- Total Assets: $28.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 574 | $28.7M | $592,027 | $2.5M |
| 2023 | 559 | $24.2M | $579,197 | $2.2M |
| 2022 | 554 | $19.9M | $471,701 | $2.0M |
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 |
|---|---|---|---|---|
| FORVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS 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 | $61,423 | $39,105 | — | — | — |
| 2023 | $19,399 | $13,254 | $6,145 | — | — |
| 2022 | $11,191 | — | $11,191 | — | — |