Meeting Street's EIN is 05-0269232.
Download the official 2024 Form 5500 (PDF) for Meeting Street from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meeting Street's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL CA, CA | INVESTMENT ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $4.0M | 17.0% | |
| American Funds | Mutual Funds | — | — | $3.5M | 14.6% | |
| American Funds | Mutual Funds | — | — | $2.9M | 12.3% | |
| American Funds | Mutual Funds | — | — | $2.9M | 12.3% | |
| American Funds | Mutual Funds | — | — | $1.7M | 7.2% | |
| American Funds | Mutual Funds | — | — | $1.6M | 6.8% | |
| American Funds | Mutual Funds | — | — | $1.3M | 5.7% | |
| American Funds | Mutual Funds | — | — | $1.2M | 5.1% | |
| American Funds | Mutual Funds | — | — | $817K | 3.4% | |
| American Funds | Mutual Funds | — | — | $815K | 3.4% | |
| American Funds | Mutual Funds | — | — | $527K | 2.2% | |
| American Funds | Mutual Funds | — | — | $518K | 2.2% | |
| American Funds | Mutual Funds | — | — | $447K | 1.9% | |
| American Funds | Mutual Funds | — | — | $440K | 1.9% | |
| Participant Loans | Participant loans | — | — | $208K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $196K | 0.8% | |
| American Funds | Mutual Funds | — | — | $162K | 0.7% | |
| American Funds | Mutual Funds | — | — | $160K | 0.7% | |
| American Funds | Mutual Funds | — | — | $92K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $35K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $25K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLTH ADVISORY SERVICES LLC |
| — |
| JOLIET, IL |
| INVESTMENT ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $10K | — |
