Scott Fosmark signed Monterey Custom Wealth's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterey Custom Wealth's EIN is 85-3626732.
Download the official 2025 Form 5500 (PDF) for Monterey Custom Wealth from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Monterey Custom Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
