# Monterey Financial Services, LLC DC Plan
Source: https://planprovider.pro/companies/monterey-financial-services-llc-plan

> Monterey Financial Services, LLC's DC plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Serent Capital Management Company, LLC](https://planprovider.pro/companies/serent-capital-management-company-llc-plan) — 91 participants

- [Renew Financial Group LLC](https://planprovider.pro/companies/renew-financial-group-llc-401k-plan) — 100 participants

- [Headlands Asset Management Company, LLC](https://planprovider.pro/companies/headlands-asset-management-company-llc-401k-plan) — 51 participants

- [West Coast Financial, LLC](https://planprovider.pro/companies/west-coast-financial-llc-401k-plan) — 38 participants

- [Goldco Direct LLC](https://planprovider.pro/companies/goldco-direct-llc-401k-plan) — 149 participants

- [Eco, INC.](https://planprovider.pro/companies/eco-inc-401k-plan) — 20 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monterey-financial-services-llc-plan)

© 2026 PlanProvider.Pro