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Sponsor portfolio

535 MAIN LLC

EIN 01-0672358-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
765
2901 S HURSTBOURNE PKWY - SHELBYVILLE, KY 40065502-682-2700
Plans on this EIN
2 filings
#001ProfitSharing-$5.2M - 388 part#002CashBalance-$4.9M - 377 part

Retirement portfolio analytics

2 plans aggregated / $10.1M assets / 765 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • CASH BALANCE PENSION (#002)48%
Total $10.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)388
  • CASH BALANCE PENSION (#002)377
Total 765Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

535 MAIN LLC PROFIT SHARING PLAN

ProfitSharing

Assets$5.2M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

535 MAIN LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$4.9M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001535 MAIN LLC PROFIT SHARING PLANProfitSharing$5.2M3882024
002535 MAIN LLC CASH BALANCE PENSION PLANCashBalance$4.9M3772024
Retirement plans
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