Monterey Sd Partners Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Monterey Sd Partners, Inc. · EIN 912126651 · Plan #001 · San Diego, CA
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 216
- With balances
- 124
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 |
|---|---|---|
| Ward Capital Management Llc CRD 170400 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ward Capital Management | Investment advisory (participants) | $12,084 |