# Board Of Trustees, Monterey Peninsula Restaurant And DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-monterey-peninsula-restaurant-and-plan

> Board Of Trustees, Monterey Peninsula Restaurant And's DB plan: 1,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Monterey Peninsula Restaurant And

- **Sponsor EIN:** 516029899

- **Sponsor Address:** 702 FOREST AVE STE C, PACIFIC GROVE, CA, 93950

- **Plan Type:** DB

- **Total Participants:** 1,066

- **Total Assets:** $67.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,066|$67.2M|$0|$0|

| 2023|1,020|$62.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLER KAPLAN ARASE LLP|Auditor|$20,088|—|$20,088|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,088

- **Estimated Expense Ratio:** 0.030% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$837,306|$221,869|—|$20,088|—|

| 2023|$786,771|$226,078|—|—|$134,510|

## Similar Plans

- [Evans Hotels, LLC](https://planprovider.pro/companies/evans-hotels-llc-401k-plan) — 1,051 participants

- [Ovis LLC](https://planprovider.pro/companies/ovis-llc-401k-plan) — 918 participants

- [Grand Pacific Resorts, INC.](https://planprovider.pro/companies/grand-pacific-resorts-inc-401k-plan) — 909 participants

- [Clearview Hotel Capital, LLC](https://planprovider.pro/companies/clearview-hotel-capital-llc-401k-plan) — 821 participants

- [Sajahtera, INC. Dba The Beverly Hills Hotel](https://planprovider.pro/companies/sajahtera-inc-dba-the-beverly-hills-hotel-401k-plan) — 817 participants

- [Ayres Management L.P.](https://planprovider.pro/companies/ayres-management-l-p-401k-plan) — 780 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-monterey-peninsula-restaurant-and-plan)

© 2026 PlanProvider.Pro