Employers › Main Street Capital
Recordkeeping fees per participant · Main Street Capital Corporation 401(k) Savings Plan · plan year 2024
$3.41
Higher than 3% of the 14,075 plans $10 to 50M that report it.
= $525 / 154
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250801082132NAL0012157602001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801082132NAL0012157602001, received 2025-08-01
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-01.
Administrative expenses excluding investment management, per participant
$3.41
Higher than 2% of the 24,371 plans $10 to 50M that report it.
= $525 / 154
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250801082132NAL0012157602001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801082132NAL0012157602001, received 2025-08-01
Administrative expenses per participant
$3.41
Higher than 1% of the 25,098 plans $10 to 50M that report it.
= $525 / 154
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801082132NAL0012157602001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801082132NAL0012157602001, received 2025-08-01
Administrative expenses as a share of assets
0.002%
Higher than 1% of the 25,132 plans $10 to 50M that report it.
= $525 / $27,528,272
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801082132NAL0012157602001, received 2025-08-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250801082132NAL0012157602001, received 2025-08-01
Employer contributions per participant
$6,160
Higher than 95% of the 24,050 plans $10 to 50M that report it.
= $948,581 / 154
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801082132NAL0012157602001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801082132NAL0012157602001, received 2025-08-01
Employer share of total contributions
32.0%
Higher than 65% of the 24,084 plans $10 to 50M that report it.
= $948,581 / $2,967,089
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801082132NAL0012157602001, received 2025-08-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250801082132NAL0012157602001, received 2025-08-01
Plan terms are described in Main Street Capital Corporation's SEC filings: Form 10-K filed 2026-02-27. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250801082132NAL0012157602001, received 2025-08-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MAIN STREET CAPITAL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Plan name | MAIN STREET CAPITAL CORPORATION 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Sponsor EIN / plan number | 41-2230745 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Industry (business code) | 523110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Filing received | 2025-08-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Participants, beginning of year | 145 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Active participants | 107 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Participants, end of year | 159 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Participants with an account balance | 154 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total assets, beginning of year | $25,169,513 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total assets, end of year | $27,528,272 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Net assets, end of year | $27,528,272 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total income | $7,139,293 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Net income | $2,358,759 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Employer contributions | $948,581 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Participant contributions | $1,783,858 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Other contributions (incl. rollovers) | $234,650 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total contributions | $2,967,089 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Benefit payments | $4,780,009 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total expenses (incl. benefit payments) | $4,780,534 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Total administrative expenses | $525 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Recordkeeping fees | $525 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Administrative expenses excluding investment management | $525 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Held in mutual funds | $26,692,783 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250801082132NAL0012157602001, received 2025-08-01 |
| Independent auditor | CALVETTI FERGUSON | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250801082132NAL0012157602001, received 2025-08-01 |
Position = column in the DOL layout for form year 2024. Filing 20250801082132NAL0012157602001, received 2025-08-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $525 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250801082132NAL0012157602001, received 2025-08-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $25,169,513 | $27,528,272 | 9.4% |
| Participants with a balance | 142 | 154 | 8.5% |
| Administrative expenses | $125 | $525 | 320.0% |
| Recordkeeping fees per participant | $0.88 | $3.41 | 287.3% |
| Employer contributions | $783,837 | $948,581 | 21.0% |
Prior filing 20240731141220NAL0012751107001, received 2024-07-31; the plan years are contiguous.
Sponsor name as filed: MAIN STREET CAPITAL CORPORATION; SEC registrant: Main Street Capital CORP (CIK 1396440, matched by EIN; display name from the Form 10-K cover).