Plan Snapshot
- Plan Sponsor: Monterey Financial Services, LLC
- Sponsor EIN: 330369207
- Sponsor Address: 4095 AVENIDA DE LA PLATA, OCEANSIDE, CA, 92056
- Plan Type: DC
- Total Participants: 85
- Total Assets: $38.5M
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 | 85 | $38.5M | $500,000 | $0 |
| 2023 | 87 | $35.7M | $500,000 | $0 |
| 2022 | 85 | $29.8M | $500,000 | $0 |