# Mdrc 403(b) Plan
Source: https://planprovider.pro/companies/mdrc-403b-plan

> Mdrc's 403(b) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mdrc

- **Sponsor EIN:** 237379473

- **Sponsor Address:** 200 VESEY ST., NEW YORK, NY, 10281

- **Plan Type:** 403(b)

- **Total Participants:** 333

- **Total Assets:** $64.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|333|$64.8M|$0|$3.6M|

| 2023|360|$53.6M|$0|$3.2M|

| 2022|331|$43.0M|-$2,060|$2.8M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$62,572|—|$62,572|

| BANK OF MARIN|INVESTMENT ADVISOR|$17,217|—|$17,217|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [BANK OF MARIN](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,789

- **Estimated Expense Ratio:** 0.123% 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|$79,789|$17,217|—|—|—|

| 2023|$58,845|$10,736|—|—|—|

| 2022|$81,040|$17,973|—|—|—|

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