Main Street Bank Combined 401(k) Plan
Sponsored by Main Street Bank Corp. · EIN 340606020 · Plan #003
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 164
- With balances
- 144
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Whitaker Myers Wealth Managers, Ltd. CRD 286093 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Whitaker Myers Wealth Managers, Ltd | Investment advisory (participants) | $13,404 |
| July Business Services, Llc | Recordkeeping | $7,833 |