How big is Mainline West Municipal Securities LLC's plan?

Mainline West Municipal Securities LLC's plan reported $240K in assets and 4 participants for 2024.

Original filing (PDF)20251002092827NAL0000420240001

Mainline West Municipal Securities LLC

Name: Mainline West Municipal Securities LLC — Form 5500 Plan 001 (2024)
Creator: Mainline West Municipal Securities LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mainline West 401(k) Plan

401(k) retirement plan · Mainline West Municipal Securities LLC's Mainline West 401(k) Plan held $240K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Anthony Caselli signed Mainline West Municipal Securities LLC's 2024 Form 5500 as plan administrator.

Anthony Caselli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mainline West Municipal Securities LLC's EIN is 26-2029237.

EIN 26-2029237

Plan number 001

Plan year 2024

ACK ID 20251002092827NAL0000420240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mainline West Municipal Securities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mainline West Municipal Securities LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAINLINE WEST MUNICIPAL SECURITIES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score