Original filing (PDF)20250604163311NAL0007974883001

MONTEREY PRIVATE WEALTH

Name: MONTEREY PRIVATE WEALTH — MONTEREY PRIVATE WEALTH RETIREMENT TRUST, Form 5500 (2024)
Creator: MONTEREY PRIVATE WEALTH

Form 5500-SF

FILING_RECEIVED

MONTEREY PRIVATE WEALTH RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTEREY PRIVATE WEALTH.

Plan sponsor

Name

MONTEREY PRIVATE WEALTH

EIN

77-0576759

Address

2340 GARDEN ROAD · SUITE 202 · MONTEREY, CA · 93940

Phone

(831) 372-3426

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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