Steven Thomas signed Monterey Spine & Joint's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterey Spine & Joint's EIN is 20-3198788.
Download the official 2025 Form 5500 (PDF) for Monterey Spine & Joint from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Monterey Spine & Joint's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 11-3665754 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT BENEFIT SV | 13-5674085 | — | ADVISOR | $15K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | — | CHARLOTTE, NC | TPA, CONTRACT ADMIN | $36K | — |
