How big is Monterey Homes' plan?

Monterey Homes' plan reported $8K in assets and 6 participants for 2024.

Original filing (PDF)20250718190932NAL0002241985001

Monterey Homes

Name: Monterey Homes — Monterey Homes 401(k) Plan, Form 5500 (2024)
Creator: Monterey Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Homes 401(k) Plan

401(k) retirement plan · Monterey Homes' Monterey Homes 401(k) Plan held $8K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Monterey Homes' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Monterey Homes' EIN is 20-8948437.

EIN 20-8948437

Plan number 001

Plan year 2024

ACK ID 20250718190932NAL0002241985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monterey Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Homes' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEREY HOMES.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score