AUMdb

Monterey Peninsula Engineering Retirement Savings Plan

Sponsored by Monterey Peninsula Engineering · EIN 942697245 · Plan #002

Total assets
$23.5M
Net assets
$23.5M
Active participants
111
With balances
243

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
Beneco Systems, Llc Participant communication, Distribution (12b-1) fees, Shareholder servicing fees $123,820
Farber Hass Hurley Llp Accounting $13,500