How big is Monterey Medical, LLC's plan?

Monterey Medical, LLC's plan covered 5 participants for 2025.

Original filing (PDF)20260506220054NAL0002991680065

Monterey Medical, LLC

Name: Monterey Medical, LLC — Monterey Medical 401(k) Plan, Form 5500 (2025)
Creator: Monterey Medical, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Medical 401(k) Plan

401(k) retirement plan · Monterey Medical, LLC's Monterey Medical 401(k) Plan covered 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Monterey Medical, LLC's EIN is 86-2877585.

EIN 86-2877585

Plan number 001

Plan year 2025

ACK ID 20260506220054NAL0002991680065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monterey Medical, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Monterey Medical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MEDICAL, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MONTEREY MEDICAL, LLC

EIN

all filings

Address

400 W CRAWFORD AVE · MONTEREY, TN · 38574

Phone

(931) 839-2224

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

Tacoma Neuropathy Center PLLC

Tacoma Neuropathy Center 401(k) Plan

Premier Physicians of Sarasota, LLC

Hautamaki & Horiuchi, LLC Cash Balance Pension Plan and Trust

Levin Orthopedics SC

Levin Orthopedics SC 401(k) Plan and Trust

Frisch Aesthetics PC

Retina Associates of Utah, PLLC

Retina Associates of Utah, PLLC Cash Balance Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.