Main Street Bank Corp.'s EIN is 34-0606020.
Download the official 2024 Form 5500 (PDF) for Main Street Bank Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Main Street Bank Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITAKER MYERS WEALTH MANAGERS, LTD | — | WOOSTER, OH | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.4M | 16.1% | |
| T.Rowe Price Blue Chip Growth Fund | Other securities | — | — | $975K | 11.1% | |
| Main Street Financial Unitized Stock | Other securities | — | — | $915K | 10.4% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $902K | 10.3% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $587K | 6.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $562K | 6.4% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $466K | 5.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $418K | 4.8% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $352K | 4.0% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $343K | 3.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $277K | 3.2% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $217K | 2.5% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $169K | 1.9% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $141K | 1.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $96K | 1.1% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst | Mutual Funds | — | — | $91K | 1.0% | |
| Vanguard Total Bond Market Index Fund ETF Share | Common Collective Trusts | — | — | $91K | 1.0% | |
| Participant Loans | Participant loans | — | — | $86K | 1.0% | |
| First Trust Capital Strength ETF | Other securities | — | — | $86K | 1.0% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $73K | 0.8% | |
| Invesco QQQ Trust | Mutual Funds | — | — | $69K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $66K | 0.7% | |
| First Trust Low Duration Opportunities ETF | Other securities | — | — | $65K | 0.7% | |
| T.Rowe Price Retirement 2065 Fund | Other securities | — | — | $58K | 0.7% | |
| VanEck Morningstar Wide Moat ETF | Other securities | — | — | $32K | 0.4% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $32K | 0.4% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $23K | 0.3% | |
| Congress Small Cap Growth Fund Retail Class | Other securities | — | — | $19K | 0.2% | |
| Royce Small-Cap Special Equity Fund Institutional C | Other securities | — | — | $13K | 0.1% | |
| Macquarie Healthcare Fund Class l | Other securities | — | — | $11K | 0.1% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $29 | <0.1% | |
| Artisan International Small-Mid Fund Advisor Shares | Other securities | — | — | $28 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
