Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
MONTEREY FINANCIAL SERVICES, LLC
EIN 33-0369207financial servicesLatest filing 2024
Plans
2
Retirement
2
$50.9M assets
Welfare
0
Participants
222
4095 AVENIDA DE LA PLATA - OCEANSIDE, CA 92056760-639-3500montereyfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $50.9M assets / 222 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 FINANCIAL SERVICES, LLC PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$38.5M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MONTEREY FINANCIAL SERVICES, LLC 401(K) PLAN AND TRUST
401k
Assets$12.4M
Participants106
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 FINANCIAL SERVICES, LLC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $38.5M | 116 | 2024 | |
| 003 | MONTEREY FINANCIAL SERVICES, LLC 401(K) PLAN AND TRUST | 401k | $12.4M | 106 | 2024 |
Retirement plans