Marin Academy Defined Contribution Retirement Plan
Sponsored by Marin Academy · EIN 941186189 · Plan #001
- Total assets
- $50.2M
- Net assets
- $50.2M
- Active participants
- 128
- With balances
- 301
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Account maintenance fees | $44,475 |
| Armanino Llp | Investment management, Investment management fees (direct), Accounting | $23,500 |
| Multnomah Group, Inc | Investment advisory (plan) | $15,075 |