Polly's Food Service & Affiliates Employees' Retirement Plan
Sponsored by Polly's Food Service, Inc. · EIN 380935150 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 194
- With balances
- 183
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 |
|---|---|---|
| Dillon & Associates Inc CRD 104662 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dillon Associates | Investment advisory (plan), Investment management fees (direct) | $18,809 |
| Sentinel Benefits Group, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $18,693 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $2,257 |