Monterey Private Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,364

Total plan assets

$495.3M

Filings (rows)

Direct comp

$52K

Indirect comp

SERVICES PROVIDED

Other service providers3

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Insitu, Inc. Insitu, Inc. 401(k) Plan · all filings	BINGEN, WA	Other service providers	593	$149.2M	$9K	$0
Insitu, Inc. Insitu, Inc. 401(k) Plan · all filings	BINGEN, WA	Other service providers	527	$144.0M	$12K	$0
Insitu, Inc. Insitu, Inc. 401(k) Plan · all filings	BINGEN, WA	Other service providers	798	$129.9M	$10K	$0
DNA Twopointo, Inc., DNA Twopointo, Inc., DBA ATUM Retirement Trust · all filings	NEWARK, CA	Advisor / Consultant	139	$29.5M	$9K	$0
DNA Twopointo, Inc., DNA Twopointo, Inc., DBA ATUM Retirement Trust · all filings	NEWARK, CA	Advisor / Consultant	152	$24.3M	$6K	$0
DNA Twopointo, Inc. DNA Twopointo, Inc., DBA ATUM Retirement Trust · all filings	NEWARK, CA	Advisor / Consultant	155	$18.3M	$5K	$0