Plan Snapshot
- Plan Sponsor: Mdrc
- Sponsor EIN: 237379473
- Sponsor Address: 200 VESEY STREET, NEW YORK, NY, 10281
- Plan Type: DC
- Total Participants: 306
- Total Assets: $46.6M
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 | 306 | $46.6M | $2.0M | $0 |
| 2023 | 283 | $39.7M | $1.7M | $0 |
| 2022 | 245 | $32.8M | $1.7M | $0 |
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 | $43,767 | — | $43,767 |
| BANK OF MARIN | INVESTMENT ADVISOR | $12,783 | — | $12,783 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BANK OF MARIN — INVESTMENT ADVISOR
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,550
- Estimated Expense Ratio: 0.121% 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 | $56,550 | $12,783 | — | — | — |
| 2023 | $33,789 | $16,337 | — | — | — |
| 2022 | $62,520 | $14,559 | — | — | — |