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 · Mathews Asset Management, Inc. DBA Main Street Real Estate Advisors' Main Street Real Estate Advisors Retirement Plan held $483K in plan assets for 13 participants in 2024.
Active participants
13
Accounts w/ balance
9
Plan assets (EOY)
$483K
Net assets (EOY)
$483K
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
62
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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
