How big is Marin Medical Concierge's plan?

Marin Medical Concierge's plan reported $3.1M in assets and 2 participants for 2024.

Original filing (PDF)20251014182300NAL0004781008001

Marin Medical Concierge

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

Form 5500-SF

FILING_RECEIVED

Marin Medical Concierge 401(k) Plan

Defined-contribution retirement plan · Marin Medical Concierge's Marin Medical Concierge 401(k) Plan held $3.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Marin Medical Concierge's EIN is 99-0473697.

EIN 99-0473697

Plan number 001

Plan year 2024

ACK ID 20251014182300NAL0004781008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marin Medical Concierge from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marin Medical Concierge's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MARIN MEDICAL CONCIERGE

EIN

all filings

Address

1300 S. ELISEO · SUITE 203 · GREENBRAE, CA · 94904

Phone

(415) 461-5552

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator