Back to filter
Original filing (PDF)20251106161750NAL0009576689001
NORTH MARIN COMMUNITY SERVICES
Form 5500-SF
FILING_RECEIVED
NORTH MARIN COMMUNITY SERVICES 403(B) DC PLAN
403(b) retirement plan
Active participants
43
Accounts w/ balance
60
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH MARIN COMMUNITY SERVICES.
Plan sponsor
Name
NORTH MARIN COMMUNITY SERVICES
EIN
94-1735064
Address
680 WILSON AVENUE · NOVATO, CA · 949473825
Phone
(415) 892-1643
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-06
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed 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 providersRelated plans
Similar-size Health Care & Social Assistance plans
DEVELOPMENTAL SERVICES OF SULLIVAN COUNTY
PATHWAYS OF THE RIVER VALLEY 403(B) PLAN
$3.9M · 112 participants
RESPECT TOGETHER
RESPECT TOGETHER RETIREMENT PLAN
$3.9M · 55 participants
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH COMMUNITY CENTER OF GREATER ROCHESTER, INC.
$3.9M · 172 participants
COMMUNITY CONNECTIONS, INC
CCI 403(B) PLAN
$3.9M · 347 participants
HUMAN DEVELOPMENT SERVICES OF WESTCHESTER, INC.
HUMAN DEVELOPMENT SERVICES OF WESTCHESTER, INC. 401(K) PLAN
$3.9M · 70 participants
AKEELA, INC.
AKEELA, INC. 401(K) PLAN
$3.9M · 62 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B