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MONTEREY PRIVATE WEALTH

EIN 77-0576759-financial services-Latest filing 2024
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
14
2340 GARDEN ROAD, SUITE 202 - MONTEREY, CA 93940831-372-3426montereyprivatewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.3M - 14 part

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Retirement#001

MONTEREY PRIVATE WEALTH RETIREMENT TRUST

401k

Assets$3.3M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTEREY PRIVATE WEALTH RETIREMENT TRUST401k$3.3M142024
Retirement plans
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