Plan Snapshot
- Plan Sponsor: Monterey Sd Partners, INC.
- Sponsor EIN: 912126651
- Sponsor Address: 3861 VALLEY CENTRE DR, SAN DIEGO, CA, 921302332
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $2.1M | $65,258 | $138,339 |
| 2023 | 213 | $1.8M | $60,932 | $140,925 |
| 2022 | 209 | $1.5M | $56,279 | $132,541 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FOUMBERG, JUNEJA, ROCHER & CO., P.C | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,921 | $12,084 | $3,977 | — | — |
| 2023 | $14,227 | $10,474 | $116 | — | — |
| 2022 | $13,323 | $10,848 | $2,475 | — | — |