Original filing (PDF)20250604155557NAL0031657842001

ST. VINCENT DE PAUL SOCIETY OF MARIN COUNTY

Name: ST. VINCENT DE PAUL SOCIETY OF MARIN COUNTY — ST VINCENT DE PAUL SOCIETY OF MARIN 403B PLAN, Form 5500 (2024)
Creator: ST. VINCENT DE PAUL SOCIETY OF MARIN COUNTY

Form 5500-SF

FILING_RECEIVED

ST VINCENT DE PAUL SOCIETY OF MARIN 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 ST. VINCENT DE PAUL SOCIETY OF MARIN COUNTY.

Plan sponsor

Name

ST. VINCENT DE PAUL SOCIETY OF MARIN COUNTY

EIN

94-1207701

Address

822 B STREET · SAN RAFAEL, CA · 94901

Phone

(415) 454-3303

Industry

Health Care & Social Assistancesee 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

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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