Polar Beverages Retirement Plan
Sponsored by Polar Corp. · EIN 043026575 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 1,905
- With balances
- 2,075
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $110,500 |
| Global Retirement Partners Llc | Securities brokerage, Other fees, Investment advisory (plan) | $77,516 |
| Rpw Solutions Llc | Contract administrator, Consulting (pension), Participant loan processing | $67,819 |
| Empower Advisory Group, Llc | Investment management | $11,544 |