Polaris 401(k) Plan
Sponsored by Polaris Home Funding Corporation · EIN 383601693 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 131
- With balances
- 116
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 |
|---|---|---|
| Blue Water Asset Management, Llc CRD 175362 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue Water Asset Management | Investment advisory (participants) | $35,391 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $2,022 |
| John Hancock Insurance Company Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $1,362 |