AUMdb

Poly America, L.P. Retirement Plan

Sponsored by Poly America, L.P. · EIN 362809122 · Plan #001

Total assets
$233M
Net assets
$233M
Active participants
4,715
With balances
5,424

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Matrix Trust Company Custodial (securities), Trustee (directed), Direct payment from the plan $57,770
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $23,237