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Original filing (PDF)20250519153839NAL0000859059001
MARIN ACADEMY
Form 5500
FILING_RECEIVED
MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
128
Accounts w/ balance
301
Plan assets (EOY)
$50.2M
Net assets (EOY)
$50.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIN ACADEMY.
Plan sponsor
Name
MARIN ACADEMY
EIN
94-1186189
Address
1600 MISSION AVE · SAN RAFAEL, CA · 949011813
Phone
(415) 453-4550
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | AUDITOR | $24K | — |
Investments
38 direct securities · 1 pooled fund· $50.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$49.5M
38 holdings
Pooled Separate Account
$705K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 | — | — | — | $8.0M | 16.0% | |
| TIAA Traditional Non Benefit-Responsive | — | — | — | $5.0M | 10.0% | |
| CREF Growth R1 | — | — | — | $4.4M | 8.7% | |
| CREF Global Equities R1 | — | — | — | $3.9M | 7.7% | |
| CREF Equity Index R1 | — | — | — | $3.6M | 7.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.4M | 6.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.7M | 5.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.0M | 4.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.0M | 4.0% | |
| TIAA Traditional Benefit-Responsive | — | — | — | $1.9M | 3.9% | |
| CREF Social Choice R1 | — | — | — | $1.8M | 3.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.5M | 3.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.5M | 2.9% | |
| CREF Core Bond R1 | — | — | — | $871K | 1.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $868K | 1.7% | |
| TIAA-CREF Nuveen Intl Resp Equity R6 | — | — | — | $811K | 1.6% | |
| TIAA Traditional Non Benefit-Responsive 2 | — | — | — | $738K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $705K | 1.4% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $658K | 1.3% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | — | — | — | $630K | 1.3% | |
| Vanguard Total Bond Market Index Adm. | — | — | — | $490K | 1.0% | |
| MFS Value Fund Class R6 | — | — | — | $442K | 0.9% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $382K | 0.8% | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | — | — | — | $357K | 0.7% | |
| CREF Money Market R1 | — | — | — | $317K | 0.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $232K | 0.5% | |
| Vanguard Conestoga Small Cap Inst. | — | — | — | $183K | 0.4% | |
| Vanguard Total Int'l Stock Index Adm | — | — | — | $162K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $120K | 0.2% | |
| Cohen & Steers Inst. Realty Share | — | — | — | $103K | 0.2% | |
| Notes receivable from participants | — | — | — | $83K | 0.2% | |
| Vanguard Federal Money Market Investment | — | — | — | $71K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $56K | 0.1% | |
| American Funds EuroPacific Growth Fund | — | — | — | $31K | <0.1% | |
| DFA Intl Small Company I | — | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $2K | <0.1% | |
| PGIM Total Return Bond R6 | — | — | — | $324 | <0.1% | |
| Vanguard Target Retire Income | — | — | — | $185 | <0.1% |
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