How big is Monterey Peninsula Foundation's plan?

Monterey Peninsula Foundation's plan reported $2.6M in assets and 12 participants for 2024.

Original filing (PDF)20250717193229NAL0000844753001

Monterey Peninsula Foundation

Name: Monterey Peninsula Foundation — Monterey Peninsula, Form 5500 (2024)
Creator: Monterey Peninsula Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Peninsula Foundation 403(b) Retirement Plan

403(b) retirement plan · Monterey Peninsula Foundation's Monterey Peninsula Foundation 403(b) Retirement Plan held $2.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jeanne Kleinsorg signed Monterey Peninsula Foundation's 2024 Form 5500 as plan administrator.

Jeanne Kleinsorg — 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 Peninsula Foundation's EIN is 94-2541783.

EIN 94-2541783

Plan number 001

Plan year 2024

ACK ID 20250717193229NAL0000844753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Peninsula Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 PENINSULA FOUNDATION.

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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