Monterey Custom Wealth (EIN 85-3626732) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $706K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Monterey Custom Wealth 401(k) Plan & Trust | 001 | 3 | $706K |
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?
