How big is Community Foundation for Monterey County's plan?

Community Foundation for Monterey County's plan reported $4.8M in assets and 29 participants for 2024.

Original filing (PDF)20250902112434NAL0014199073001

Community Foundation for Monterey County

Name: Community Foundation for Monterey County — Form 5500 Plan 001 (2024)
Creator: Community Foundation for Monterey County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation for Monterey County 403(b) Plan

403(b) retirement plan · Community Foundation for Monterey County's Community Foundation for Monterey County 403(b) Plan held $4.8M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

KIM Drabner signed Community Foundation for Monterey County's 2024 Form 5500 as plan administrator.

KIM Drabner — 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

Community Foundation for Monterey County's EIN is 94-1615897.

EIN 94-1615897

Plan number 001

Plan year 2024

ACK ID 20250902112434NAL0014199073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation for Monterey County's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY FOUNDATION FOR MONTEREY COUNTY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION FOR MONTEREY COUNTY

EIN

all filings

Address

2354 GARDEN ROAD · MONTEREY, CA · 939406312

Phone

(831) 375-9712

Industry

Other Services (ex. Public Admin)

Plan administrator