How big is Monterey Private Wealth's plan?

Monterey Private Wealth's plan reported $3.3M in assets and 13 participants for 2024.

Original filing (PDF)20250604163311NAL0007974883001

Monterey Private Wealth

Name: Monterey Private Wealth — Monterey Private Wealth, Form 5500 (2024)
Creator: Monterey Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Private Wealth Retirement Trust

401(k) retirement plan · Monterey Private Wealth's Monterey Private Wealth Retirement Trust held $3.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Gary E.D. ALT signed Monterey Private Wealth's 2024 Form 5500 as plan administrator.

Gary E.D. ALT — 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 Private Wealth's EIN is 77-0576759.

EIN 77-0576759

Plan number 001

Plan year 2024

ACK ID 20250604163311NAL0007974883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Private Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PRIVATE WEALTH.

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Plan health score

Top-tier plan health

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