How big is Monterey Market's plan?

Monterey Market's plan reported $3.6M in assets and 48 participants for 2024.

Original filing (PDF)20250702150528NAL0031834066001

Monterey Market

Name: Monterey Market — Monterey Market 401(k) Plan, Form 5500 (2024)
Creator: Monterey Market
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Market 401(k) Plan

401(k) retirement plan · Monterey Market's Monterey Market 401(k) Plan held $3.6M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Leonita Pancho signed Monterey Market's 2024 Form 5500 as plan administrator.

Leonita Pancho — 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 Market's EIN is 94-2492822.

EIN 94-2492822

Plan number 001

Plan year 2024

ACK ID 20250702150528NAL0031834066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Market'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 MARKET.

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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