# Montecito Investment Group INC. DC Plan
Source: https://planprovider.pro/companies/montecito-investment-group-inc-plan

> Montecito Investment Group INC.'s DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montecito Investment Group INC.

- **Sponsor EIN:** 933068277

- **Sponsor Address:** 107 NICHOLS ROAD, COHASSET, MA, 02025

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $500,000

## 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|$500,000|$0|$0|

| 2023|1|$381,185|$0|$0|

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