Pollen, Inc. Employees Savings Trust Plan
Sponsored by Pollen, Inc. · EIN 274175668 · Plan #001
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 262
- With balances
- 411
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment advisory (plan) | $46,125 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,969 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,812 |