AUMdb

Polygon Company 401(k) Plan

Sponsored by Polygon Company · EIN 350864973 · Plan #001 · Walkerton, IN

Total assets
$13.7M
Net assets
$13.7M
Active participants
220
With balances
253

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $42,118
Sageview Advisory Group, Llc Investment advisory (plan) $16,885