Monterey Private Wealth (EIN 77-0576759) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $3.3M in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Monterey Private Wealth Retirement Trust | 001 | 13 | $3.3M |
77-0576759 is the Employer Identification Number (EIN) Monterey Private Wealth reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
