MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS — MAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS
Form 5500-SF
FILING_RECEIVED
MAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
9
Plan assets (EOY)
$483K
Net assets (EOY)
$483K
Plan health score
86
/ 100
Grade A
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
51
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS.
Plan sponsor
Name
MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS
EIN
73-1700592
Address
7373 E. DOUBLETREE RANCH ROAD · SUITE 230 · SCOTTSDALE, AZ · 85258