Original filing (PDF)20251014120905NAL0002850593001

Marin Country Day School

Name: Marin Country Day School — Marin Country Day School, Form 5500 (2024)
Creator: Marin Country Day School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

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

403(b) retirement plan · Marin Country Day School's Marin Country Day School Defined Contribution 403(b) Retirement Plan held $65.3M in plan assets for 205 participants in 2024, with TIAA as recordkeeper.

Active participants

205

Accounts w/ balance

397

Plan assets (EOY)

$65.3M

Net assets (EOY)

$65.3M

How this plan invests

This plan

1 pooled trust

Schedule D

75 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIN COUNTRY DAY SCHOOL.

Plan sponsor

Name

MARIN COUNTRY DAY SCHOOL

EIN

94-1375791all filings

Address

5221 PARADISE DRIVE · CORTE MADERA, CA · 94925

Phone

(415) 927-5925

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

HOOD & STRONG LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BANK OPS	26-4310632	—	ADVISOR	$25K	—
HOOD & STRONG LLP	94-1254756	—

Investments

75 direct securities · 1 pooled fund· $66.0M(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.

Mutual Funds

$50.8M

56 holdings

Common Collective Trusts

$11.0M

9 holdings

Other securities

$2.7M

6 holdings

Pooled Separate Account

$448K

1 holding

Common Stocks

$406K

1 holding

Stable Value

$217K

1 holding

Bonds / Notes

$214K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$48.0M Vanguard$10.7M Dodge & Cox$5.7M American Funds (Capital Group)$1.1M BlackRock / iShares$363K Prudential / PGIM$299K PIMCO$99K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
TIAA Traditional Non Benefit Responsive Fixed annuity contract ^	Mutual Funds	—	—	$6.7M	10.3%
CREF Stock R1 Variable annuity contract ^	Mutual Funds	—	—	$4.6M	7.1%
Vanguard 500 Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$4.5M	6.9%
CREF Growth R1 Variable annuity contract ^	Mutual Funds	—	—	$3.3M	5.0%
TIAA Traditional Non Benefit Responsive 2 Fixed annuity contract ^	Mutual Funds	—	—	$3.1M	4.8%
Nuveen LfCycle Ix 2030 Retire Mutual Fund ^	Mutual Funds	—	—	$2.8M	4.3%
Nuveen LfCycle Ix 2035 Retire Mutual Fund ^	Mutual Funds	—	—	$2.3M	3.6%
Nuveen LfCycle Ix 2025 Retire Mutual Fund ^	Mutual Funds	—	—	$2.2M	3.4%
Dodge & Cox Stock Fund I Mutual Fund ^	Mutual Funds	—	—	$2.2M	3.3%
CREF Global Equities R1 Variable annuity contract ^	Mutual Funds	—	—	$2.1M	3.2%
Nuveen LfCycle Ix 2045 Retire Mutual Fund ^	Mutual Funds	—	—	$2.0M	3.0%
Dodge & Cox Intl Stock Fund I Mutual Fund ^	Mutual Funds	—	—	$1.9M	2.9%
Vanguard Small-Cap Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$1.8M	2.8%
Nuveen LfCycle Ix 2040 Retire Mutual Fund ^	Mutual Funds	—	—	$1.8M	2.8%
CREF Social Choice R1 Variable annuity contract ^	Mutual Funds	—	—	$1.5M	2.4%
TIAA Traditional Benefit Responsive Fixed annuity contract ^	Mutual Funds	—	—	$1.4M	2.1%
Nuveen LfCycle Ix 2020 Retire Mutual Fund ^	Mutual Funds	—	—	$1.3M	2.0%
CREF Equity Index R1 Variable annuity contract ^	Common Collective Trusts	—	—	$1.3M	2.0%
Nuveen LfCycle Ix 2050 Retire Mutual Fund ^	Mutual Funds	—	—	$1.3M	2.0%
American Growth of America R6 Mutual Fund ^	Other securities	—	—	$1.2M	1.9%
Vanguard FTSE World Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$1.2M	1.8%
CREF Money Market R1 Variable annuity contract ^	Mutual Funds	—	—	$1.2M	1.8%
Dodge & Cox Income Fund I Mutual Fund ^	Mutual Funds	—	—	$933K	1.4%
CREF Core Bond R1 Variable annuity contract ^	Mutual Funds	—	—	$898K	1.4%
Nuveen LfCycle Ix 2055 Retire Mutual Fund ^	Mutual Funds	—	—	$768K	1.2%
Vanguard Mid-Cap Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$764K	1.2%
American Funds New World R6 Mutual Fund ^	Mutual Funds	—	—	$743K	1.1%
Vanguard Real Estate Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$721K	1.1%
CREF Inflation-Linked Bond R1 Variable annuity contract ^	Mutual Funds	—	—	$688K	1.1%
Virtus NFJ Mid-Cap Value Instl Mutual Fund ^	Other securities	—	—	$561K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$448K	0.7%
College Retirement Equities Fund variable annuities TIAA Real Estate	Mutual Funds	—	—	$448K	0.7%
Dodge & Cox Global Stock I Mutual Fund ^	Mutual Funds	—	—	$410K	0.6%
Victory Sycamore Sm-Co Opp R6 Mutual Fund ^	Common Stocks	—	—	$406K	0.6%
BlackRock Mid Cap Growth Eq K Mutual Fund ^	Other securities	—	—	$363K	0.6%
Vanguard Dividend Growth Inv Mutual Fund ^	Mutual Funds	—	—	$343K	0.5%
TIAA Access Nuv Lrg Cap Val T4 Variable annuity contract ^	Mutual Funds	—	—	$342K	0.5%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$335K	0.5%
Vanguard Emr Mkts Stk Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$313K	0.5%
PGIM Global Total Return R6 Mutual Fund ^	Other securities	—	—	$299K	0.5%
Vanguard Federal Money Mkt Inv Mutual Fund ^	Mutual Funds	—	—	$297K	0.5%
TIAA Access Nuv Intl Equity T4 Variable annuity contract ^	Mutual Funds	—	—	$290K	0.4%
TIAA Access Nuv Qt Sm Cp Eq T4 Variable annuity contract ^	Mutual Funds	—	—	$260K	0.4%
Vanguard Wellesley Income Adm Mutual Fund ^	Mutual Funds	—	—	$260K	0.4%
Putnam Small Cap Growth R6 Mutual Fund ^	Mutual Funds	—	—	$248K	0.4%
Dodge & Cox Balanced Fund I Mutual Fund ^	Mutual Funds	—	—	$240K	0.4%
Delaware Emerging Markets R6 Mutual Fund ^	Other securities	—	—	$238K	0.4%
TIAA Stable Value Fixed annuity contract ^	Stable Value	—	—	$217K	0.3%
Notes Receivable from Participants Interest Rate 4.25% - 9.50% ^	Bonds / Notes	—	—	$214K	0.3%
TIAA Access Nuv RlEstSecSel T4 Variable annuity contract ^	Mutual Funds	—	—	$211K	0.3%