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Original filing (PDF)20250512165505NAL0017346721001
BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND
Form 5500
FILING_RECEIVED
MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND
Defined-benefit pension plan
Signals · 3
~87 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
1,066
Accounts w/ balance
0
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 446% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND.
Plan sponsor
Name
BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND
DBA
HOTEL PENSION FUND
EIN
51-6029899
Address
702 FOREST AVE STE C · PACIFIC GROVE, CA · 93950
Phone
(831) 375-3468
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-12
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE #1 | 51-6029899 | — | EMPLOYEE | $134K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $93K | — |
| EMPLOYEE #2 | 51-6029899 | — | NONE | $84K | — |
| MELLON INVESTMENTS CORPORATION | 25-1442864 | — | NONE | $51K | — |
| MADISON INVESTMENT ADVISORS | — | MADISON, WI | NONE | $46K | — |
| KARPUS INVESTMENT MANAGEMENT | 16-1290558 | — | NONE | $37K | — |
| PENSION FUND EVALUATIONS, INC. | 11-2503982 | — | NONE | $36K | — |
| ATALANTA SOSNOFF CAPITAL | 20-0461050 | — | NONE | $24K | — |
| TRUCKER HUSS | 94-3216063 | — | NONE | $20K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $20K | — |
| FREEDOM INVESTMENT MGMT | 68-0540584 | — | NONE | $20K | — |
| COMERICA BANK | 51-6029899 | — | NONE | $14K | — |
| UNITE HERE HEALTH | 23-7385560 | — | NONE | $8K | — |
| STEPHEN HORN INSURANCE | — | SAN FRANCISCO, CA | NONE | $0 | — |
Investments
1 pooled fund· $12.2M(18% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EB US LARGE CAP GROWTH FUND I THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 001 | Common Collective Trust | $12.2M | 18.2% |