MONTEREY PENINSULA FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
12
Accounts w/ balance
17
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
91
/ 100
Grade A
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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTEREY PENINSULA FOUNDATION.
Plan sponsor
Name
MONTEREY PENINSULA FOUNDATION
EIN
94-2541783
Address
5 MANDEVILLE CT STE 101 · MONTEREY, CA · 939405843
