How big is Monterey Financial Services, LLC's plan?

Monterey Financial Services, LLC's plan reported $12.4M in assets and 90 participants for 2024.

Original filing (PDF)20250905111435NAL0017064337001

Monterey Financial Services, LLC

Name: Monterey Financial Services, LLC — Monterey Financia, Form 5500 (2024)
Creator: Monterey Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Financial Services, LLC 401(k) Plan and Trust

401(k) retirement plan · Monterey Financial Services, LLC's Monterey Financial Services, LLC 401(k) Plan and Trust held $12.4M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Kevin Weiss signed Monterey Financial Services, LLC's 2024 Form 5500 as plan administrator.

Kevin Weiss — 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 Financial Services, LLC's EIN is 33-0369207.

EIN 33-0369207

Plan number 003

Plan year 2024

ACK ID 20250905111435NAL0017064337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL SERVICES, LLC.

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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