Polly 401(k) Plan
Sponsored by Dealerpolicy, Inc. · EIN 832986435 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 170
- With balances
- 228
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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $31,163 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $26,947 |