# Monterey Mechanical Co. DC Plan
Source: https://planprovider.pro/companies/monterey-mechanical-co-plan

> Monterey Mechanical Co.'s DC plan: 48 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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