Original filing (PDF)20250925121909NAL0019392226001

BRANDEIS HILLEL DAY SCHOOL - MARIN

Name: BRANDEIS HILLEL DAY SCHOOL - MARIN — BRANDEIS MARIN RETIREMENT PLAN, Form 5500 (2024)
Creator: BRANDEIS HILLEL DAY SCHOOL - MARIN

Form 5500-SF

FILING_RECEIVED

BRANDEIS MARIN RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDEIS HILLEL DAY SCHOOL - MARIN.

Plan sponsor

Name

BRANDEIS HILLEL DAY SCHOOL - MARIN

EIN

47-1253063

Address

180 NORTH SAN PEDRO ROAD · SAN RAFAEL, CA · 94903

Phone

(415) 472-1833

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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PUBLIC EDUCATION FOUNDATION