AUMdb

Marin Country Day School Defined Contribution 403(b) Retirement Plan

Sponsored by Marin Country Day School · EIN 941375791 · Plan #001

Total assets
$65.3M
Net assets
$65.3M
Active participants
205
With balances
397

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Global Bank Ops Investment advisory (plan) $24,970
Tiaa Recordkeeping fees $23,442
Hood & Strong Llp Investment advisory (plan) $15,500