MONTEREY CUSTOM WEALTH
EIN 85-3626732MONTEREY, CA
MONTEREY CUSTOM WEALTH (EIN 85-3626732) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $452K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
3
Total assets
$452K
A MONTEREY CUSTOM WEALTH employee? See the MONTEREY CUSTOM WEALTH 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 85-3626732
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MONTEREY CUSTOM WEALTH 401(K) PLAN & TRUST | 001 | 3 | $452K |
About this EIN
85-3626732 is the Employer Identification Number (EIN) MONTEREY CUSTOM 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?