Monterey Pacific, Llc Retirement Plan
Sponsored by Monterey Pacific, Llc · EIN 770298005 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 245
- With balances
- 146
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $27,371 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $9,164 |