Monterey Peninsula Country Club 401(k) Profit Sharing Plan
Sponsored by Monterey Peninsula Country Club · EIN 941451412 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 242
- With balances
- 296
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $3,350 |
| Wells Fargo Clearing Services, Llc | Other fees | $0 |