Plan Snapshot
- Plan Sponsor: Monterey Mechanical Co.
- Sponsor EIN: 942614825
- Sponsor Address: 8275 SAN LEANDRO ST, OAKLAND, CA, 946211901
- Plan Type: DC
- Total Participants: 48
- Total Assets: $29.5M
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. |
|---|
| 2025 | 48 | $29.5M | $1.1M | $0 |
| 2024 | 48 | $29.5M | $1.1M | $0 |
| 2023 | 53 | $19.2M | $1.1M | $0 |
| 2022 | 44 | $13.6M | $896,134 | $0 |