Polen Capital Management, L. L. C. 401(k) Plan
Sponsored by Polen Capital Management, L.L.C. · EIN 260319356 · Plan #001
- Total assets
- $76.4M
- Net assets
- $76.4M
- Active participants
- 220
- With balances
- 291
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,233 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $3,200 |