# Monterey Sd Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monterey-sd-partners-inc-401k-plan

> Monterey Sd Partners, INC.'s 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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