What public Form 5500 filings show about the Monterey Mechanical Co. 401(k) plan — and how to find and check your own account.
Monterey Mechanical Co. (EIN 42-1466678) reports MONTEREY MECHANICAL CO. PROFIT SHARING PLAN on its most recent Form 5500, with $11.4M in plan assets across 59 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Monterey Mechanical Co. filing — schedules, fees, and providers.
Monterey Mechanical Co.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Monterey Mechanical Co.HR for the recordkeeper’s name and login.
