Mercantile Bank's EIN is 38-3360868.
Download the official 2024 Form 5500 (PDF) for Mercantile Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercantile Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $291K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Mercantile Bank Corporation 338,794 | Common Stocks | — | — | $15.1M | 13.7% | |
| Vanguard 500 Index Admiral Shares 25,764 | Common Collective Trusts | — | — | $14.0M | 12.7% | |
| T Rowe Price Retirement 2040 Fund 427,328 | Mutual Funds | — | — | $13.1M | 11.9% | |
| T Rowe Price Retirement 2030 Fund 371,538 | Mutual Funds | — | — | $9.5M | 8.7% | |
| T Rowe Price Retirement 2050 Fund 285,361 | Mutual Funds | — | — | $5.4M | 4.9% | |
| William Blair Large Cap RY 170,376 | Other securities | — | — | $5.0M | 4.5% | |
| T Rowe Price Retirement 2045 Fund 217,048 | Mutual Funds | — | — | $4.8M | 4.4% | |
| Money Market Fund Northern Institutional Treasury Portfolio 4,796,307 | Cash / Money Market | — | — | $4.8M | 4.4% | |
| Vanguard Mid Cap Index Admiral Shares 12,368 | Mutual Funds | — | — | $4.0M | 3.7% | |
| Vanguard Small Cap Index Admiral Shares 30,012 | Mutual Funds | — | — | $3.5M | 3.1% | |
| Shares Blackrock Equity Dividend Fund 179,576 | Mutual Funds | — | — | $3.4M | 3.1% | |
| T Rowe Price Retirement 2020 Fund 182,087 | Mutual Funds | — | — | $3.4M | 3.1% | |
| Vanguard Total International Index Admiral 98,133 | Mutual Funds | — | — | $3.1M | 2.8% | |
| T Rowe Price Mid Cap Growth Fund 28,876 | Mutual Funds | — | — | $2.9M | 2.6% | |
| Vanguard Total Bond Market Admiral 271,743 | Mutual Funds | — | — | $2.6M | 2.3% | |
| T Rowe Price Retirement 2060 Fund 124,867 | Mutual Funds | — | — | $2.1M | 1.9% | |
| Wasatch Cor Growth Institutional 16,865 | Other securities | — | — | $1.5M | 1.4% | |
| Vanguard Short Term Invest Grade Fund Admiral 147,961 | Mutual Funds | — | — | $1.5M | 1.4% | |
| Hartford International Opportunity R6 61,444 | Other securities | — | — | $1.2M | 1.1% | |
| JPMorgan Mid Cap Value R6 31,560 | Other securities | — | — | $1.2M | 1.1% | |
| T Rowe Price Retirement Balanced I Fund 84,970 | Mutual Funds | — | — | $1.1M | 1.0% | |
| Delaware Small Cap Value R6 15,076 | Other securities | — | — | $1.1M | 1.0% | |
| T Rowe Price Spectrum Conservative Allocation Fund 48,632 | Mutual Funds | — | — | $954K | 0.9% | |
| Delaware Emerging Market R6 32,088 | Other securities | — | — | $653K | 0.6% | |
| iShares Core S&P 500 Index 853 | Common Collective Trusts | — | — | $502K | 0.5% | |
| Vanguard Short Term Treasury Admiral 40,674 | Mutual Funds | — | — | $399K | 0.4% | |
| Vanguard Intermediate Term Treasury Admiral 35,110 | Mutual Funds | — | — | $342K | 0.3% | |
| T Rowe Price Retirement 2015 Fund 26,710 | Mutual Funds | — | — | $335K | 0.3% | |
| T Rowe Price Retirement 2035 Fund 11,441 | Mutual Funds | — | — | $241K | 0.2% | |
| Pimco Total Return Fund 24,440 | Mutual Funds | — | — | $207K | 0.2% | |
| T Rowe Price Retirement 2025 Fund 10,727 | Mutual Funds | — | — | $178K | 0.2% | |
| T Rowe Price Retirement 2065 Fund 8,684 | Mutual Funds | — | — | $112K | 0.1% | |
| Vanguard Short Term Corp Bond Index Admiral 4,326 | Mutual Funds | — | — | $92K | <0.1% | |
| iShares Core S&P Midcap 400 Index 1,206 | Other securities | — | — | $75K | <0.1% | |
| iShares Core MSCI EAFE ETF 1,032 | Other securities | — | — | $73K | <0.1% | |
| T Rowe Price Retirement 2010 Fund 4,677 | Mutual Funds | — | — | $71K | <0.1% | |
| T Rowe Price Emerging Markets Discovery Stock Fund I 4,867 | Mutual Funds | — | — | $66K | <0.1% | |
| T Rowe Price Retirement 2055 Fund 2,895 | Mutual Funds | — | — | $58K | <0.1% | |
| Pear Tree Polaris Foreign Value Fund R6 5,180 | Other securities | — | — | $55K | <0.1% | |
| WCM Focused International Growth Fund 2,511 | Other securities | — | — | $55K | <0.1% | |
| iShares S&P Scmallcap 600 Index 445 | Other securities | — | — | $51K | <0.1% | |
| Virtus AlphaSimplex Managed Futures R6 5,017 | Other securities | — | — | $44K | <0.1% | |
| Amazon.com Inc 94 | Common Stocks | — | — | $21K | <0.1% | |
| Visa Inc - Class A 64 | Common Stocks | — | — | $20K | <0.1% | |
| Alphabet Inc. Class C 82 | Common Stocks | — | — | $16K | <0.1% | |
| Berkshire Hathaway Class B 34 | Other securities | — | — | $15K | <0.1% | |
| iShares Convertible Bond ETF 176 | Other securities | — | — | $15K | <0.1% | |
| iShares Preferred & Income Securities ETF 437 | Other securities | — | — | $14K | <0.1% | |
| American Tower Corporation 74 | Common Stocks | — | — | $14K | <0.1% | |
| S&P Global Inc. 24 | Common Stocks | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
