Monterey Technologies, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Monterey Technologies, INC.
  • Sponsor EIN: 770032872
  • Sponsor Address: 1389 CENTER DRIVE, PARK CITY, UT, 84098
  • Plan Type: 401(k)
  • Total Participants: 49
  • Total Assets: $6.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202549$6.2M$686,599$466,434
202449$6.2M$686,599$466,434
202342$5.3M$450,987$550,216
202248$3.7M$64,259$339,872

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