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Original filing (PDF)20251006130934NAL0008964530001
MARIN COMMUNITY CLINICS
Form 5500
FILING_RECEIVED
MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN
403(b) retirement plan
Signals · 1
27% in single holding
Active participants
574
Accounts w/ balance
375
Plan assets (EOY)
$28.7M
Net assets (EOY)
$28.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund" is 27% of plan.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIN COMMUNITY CLINICS.
Plan sponsor
Name
MARIN COMMUNITY CLINICS
EIN
94-2237120
Address
9 COMMERCIAL BLVD STE 100 · NOVATO, CA · 94949
Phone
(415) 798-3170
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
2025-10-06
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $39K | — |
Investments
28 direct securities· $28.7M(100% of reported assets)
Uncategorized
$28.3M
27 holdings
Mutual Funds
$329K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $7.7M | 27.0% | |
| Franklin Templeton Putnam Large Cap Value Fund | — | — | — | $2.2M | 7.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.9M | 6.5% | |
| American Funds American Funds 2045 Trgt Date Retire Fund R6 | — | — | — | $1.6M | 5.5% | |
| American Funds American Funds 2055 Trgt Date Retire Fund R6 | — | — | — | $1.5M | 5.4% | |
| PGIM Jennison Small Company R6 | — | — | — | $1.3M | 4.4% | |
| Fixed Account * Empower Fixed Account - Series Class II | — | — | — | $1.2M | 4.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.2M | 4.1% | |
| American Funds American Funds 2050 Trgt Date Retire Fund R6 | — | — | — | $952K | 3.3% | |
| Hartford Schroders International Stk SDR | — | — | — | $945K | 3.3% | |
| Virtus KAR Mid-Cap Core R6 | — | — | — | $900K | 3.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $806K | 2.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $755K | 2.6% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $681K | 2.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $677K | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I | — | — | — | $571K | 2.0% | |
| American Funds American Funds 2025 Trgt Date Retire Fund R6 | — | — | — | $525K | 1.8% | |
| American Funds American Funds 2040 Trgt Date Retire Fund R6 | — | — | — | $514K | 1.8% | |
| American Funds American Funds 2035 Trgt Date Retire Fund R6 | — | — | — | $414K | 1.4% | |
| Vanguard FTSE Social Index Fund | — | — | — | $413K | 1.4% | |
| Participant Loans * Plan Participants Participant loans, with interest rates of 4.25-9.50% | — | — | — | $383K | 1.3% | |
| American Funds American Funds 2030 Trgt Date Retire Fund R6 | — | — | — | $350K | 1.2% | |
| American Funds American Funds Strategic Bond R-6 | Mutual Funds | — | — | $329K | 1.1% | |
| T. Rowe Price T. Rowe Price Ltd Dur Infl Focused Bd I | — | — | — | $250K | 0.9% | |
| American Funds American Funds 2060 Trgt Date Retire Fund R6 | — | — | — | $198K | 0.7% | |
| American Funds American Funds 2065 Trgt Date Retire Fund R6 | — | — | — | $133K | 0.5% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $129K | 0.5% | |
| Invesco Small Cap Value R6 | — | — | — | $112K | 0.4% |