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

Other3

Advisor / Consultant3

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
INSITU, INC. INSITU, INC. 401(K) PLAN	BINGEN, WA	Other NONE	593	$149.2M	$9K
INSITU, INC. INSITU, INC. 401(K) PLAN	BINGEN, WA	Other NONE	527	$144.0M	$12K
INSITU, INC. INSITU, INC. 401(K) PLAN	BINGEN, WA	Other