Wendi Newton signed Monterey Pacific, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterey Pacific, LLC's EIN is 77-0298005.
Download the official 2024 Form 5500 (PDF) for Monterey Pacific, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monterey Pacific, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NO | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.7M | 19.1% | |
| Schwab SS Schwab U.S. Aggregate Bond ETF | Mutual Funds | — | — | $880K | 9.9% | |
| iShares SS iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $739K | 8.3% | |
| Columbia SS Columbia Contrarian Core I3 | Other securities | — | — | $548K | 6.1% | |
| Baird SS Baird Intermediate Bond Inst | Other securities | — | — | $522K | 5.8% | |
| Goldman Sachs Goldman Sachs Intl Equity ESG Instl 136 Guggenheim SS Guggenheim Ttl Rtrn Bnd Fnd R6 | Other securities | — | — | $469K | 5.3% | |
| Schwab SS Schwab US Dividend Equity ETF | Mutual Funds | — | — | $451K | 5.1% | |
| DFA SS DFA Short-Duration Real Return Instl | Mutual Funds | — | — | $430K | 4.8% | |
| Credit Suisse SS Credit Suisse Strategic Income I | Other securities | — | — | $335K | 3.8% | |
| JPMorgan SS JPMorgan Large Cap Growth R6 | Other securities | — | — | $304K | 3.4% | |
| Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $296K | 3.3% | |
| Participants Notes Receivable from Participants Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $211K | 2.4% | |
| Vanguard SS Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $185K | 2.1% | |
| Vanguard SS Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $179K | 2.0% | |
| American Funds American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $115K | 1.3% | |
| Bridgeway SS Bridgeway Small Cap Value N | Other securities | — | — | $106K | 1.2% | |
| Columbia Contrarian Core I3 | Other securities | — | — | $105K | 1.2% | |
| American Funds American Funds Trgt Date Ret 2050 R6 560 American Funds American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $101K | 1.1% | |
| iShares SS iShares Morningstar Small-Cap Gr ETF | Other securities | — | — | $91K | 1.0% | |
| Vanguard SS Vanguard International Growth Adm | Mutual Funds | — | — | $87K | 1.0% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $84K | 0.9% | |
| Schwab Total Stock Market Index Select | Common Collective Trusts | — | — | $79K | 0.9% | |
| Schwab U.S. Aggregate Bond ETF | Mutual Funds | — | — | $68K | 0.8% | |
| BlackRock Mid-Cap Growth Equity Instl | Other securities | — | — | $66K | 0.7% | |
| American Funds American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $62K | 0.7% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $61K | 0.7% | |
| BNY Mellon BNY Mellon Global Emerging Markets Y 958 BNY Mellon SS BNY Mellon Global Emerging Markets Y | Other securities | — | — | $59K | 0.7% | |
| JPMorgan Short Duration Bond R6 | Other securities | — | — | $54K | 0.6% | |
| Credit Suisse Credit Suisse Strategic Income I | Other securities | — | — | $54K | 0.6% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $52K | 0.6% | |
| Federated Hermes Kaufmann Sm C R6 | Other securities | — | — | $46K | 0.5% | |
| iShares Russell Top 200 Growth ETF | Other securities | — | — | $42K | 0.5% | |
| Hartford Strategic Income R6 | Other securities | — | — | $39K | 0.4% | |
| American Funds American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $39K | 0.4% | |
| T. Rowe Price T. Rowe Price Health Sciences I | Other securities | — | — | $36K | 0.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $30K | 0.3% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $30K | 0.3% | |
| Bridgeway Small Cap Value N | Other securities | — | — | $24K | 0.3% | |
| Brown Advisory Brown Advisory Sustainable Growth Instl | Other securities | — | — | $22K | 0.3% | |
| Vanguard Total Intl Bond Index Adm 358 Vanguard Consumer Discretionary Idx ETF | Common Collective Trusts | — | — | $22K | 0.2% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds American Funds Trgt Date Ret 2065 R6 | Mutual Funds | — | — | $18K | 0.2% | |
| Nueberger Berman Neuberger Berman Large Cap Value R6 | Other securities | — | — | $14K | 0.2% | |
| iShares Morningstar Mid-Cap Growth ETF | Other securities | — | — | $14K | 0.2% | |
| iShares Morningstar Sml Cap Growth ETF | Other securities | — | — | $13K | 0.1% | |
| BlackRock Technology Opportunity K | Other securities | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM Jennison Utility R6 519 Principal Real Estate Securities R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
