Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTEREY ENTERPRISES, INC.
EIN 27-4985180computer hardwareLatest filing 2025
Plans
2
Retirement
2
$18.0M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.0M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTEREY ENTERPRISES, INC. 401(K) SAVINGS PLAN
401k
Assets$16.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONTEREY ENTERPRISES, INC. CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTEREY ENTERPRISES, INC. 401(K) SAVINGS PLAN | 401k | $16.0M | 12 | 2025 | |
| 002 | MONTEREY ENTERPRISES, INC. CASH BALANCE RETIREMENT PLAN | CashBalance | $2.0M | 11 | 2025 |
Retirement plans