Pollard (U.S.) Ltd. Service Related Pension Plan
Sponsored by Pollard (U.S.) Ltd · EIN 222333711 · Plan #001 · Ypsilanti, MI
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 151
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Bank | Plan administrator, Investment management fees (direct), Trustee (institutional) | $7,856 |
| Capfinancial Partners, Llc | Consulting (pension), Participant communication, Investment advisory (participants) | $7,604 |