Monterey Spine & Joint, Pc 401(k) Plan
Sponsored by Monterey Spine & Joint · EIN 203198788 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 177
- With balances
- 158
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Retirement Benefit Sv | Investment advisory (plan) | $19,910 |
| Pentegra Retirement Services | Contract administrator | $16,718 |
| Ascensus, Llc | Recordkeeping fees | $15,854 |