How big is Mount Tamalpais School's plan?

Mount Tamalpais School's plan reported $15.2M in assets and 56 participants for 2024.

Original filing (PDF)20250602120413NAL0009506081001

Mount Tamalpais School

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

Form 5500-SF

FILING_RECEIVED

Mount Tamalpais School Defined Contribution Retirement Plan

403(b) retirement plan · Mount Tamalpais School's Mount Tamalpais School Defined Contribution Retirement Plan held $15.2M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

People on this filing

Joelle Dodge signed Mount Tamalpais School's 2024 Form 5500 as plan administrator.

Joelle Dodge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mount Tamalpais School's EIN is 94-2356968.

EIN 94-2356968

Plan number 001

Plan year 2024

ACK ID 20250602120413NAL0009506081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mount Tamalpais School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mount Tamalpais School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MOUNT TAMALPAIS SCHOOL

EIN

all filings

Address

100 HARVARD AVENUE · MILL VALLEY, CA · 94941

Phone

(415) 383-9434

Industry

Educational Services

Plan administrator