Plan Snapshot
- Plan Sponsor: Marin Country Day School
- Sponsor EIN: 941375791
- Sponsor Address: 5221 PARADISE DRIVE, CORTE MADERA, CA, 94925
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $65.3M
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. |
|---|---|---|---|---|
| 2024 | 205 | $65.3M | $835,064 | $1.9M |
| 2023 | 204 | $58.7M | $760,281 | $1.8M |
| 2022 | 195 | $50.3M | $732,441 | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANK OPS | ADVISOR | $24,970 | — | $24,970 |
| TIAA | RECORDKEEPER | $23,442 | — | $23,442 |
| HOOD & STRONG LLP | ADVISOR | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANK OPS — ADVISOR
- TIAA — RECORDKEEPER
- HOOD & STRONG LLP — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,912
- Estimated Expense Ratio: 0.098% 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 |
|---|---|---|---|---|---|
| 2024 | $65,415 | — | $64,791 | $624 | — |
| 2023 | $66,210 | — | $65,891 | — | — |
| 2022 | $31,692 | — | $29,876 | — | — |