# Polar Corp. 401(k) Plan
Source: https://planprovider.pro/companies/polar-corp-401k-plan

> Polar Corp.'s 401(k) plan: 1,905 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Polar Corp.

- **Sponsor EIN:** 043026575

- **Sponsor Address:** 1001 SOUTHBRIDGE ST, WORCESTER, MA, 01610

- **Plan Type:** 401(k)

- **Total Participants:** 1,905

- **Total Assets:** $102.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,905|$102.4M|$1.2M|$9.0M|

| 2023|1,758|$91.1M|$1.1M|$7.8M|

| 2022|1,639|$75.7M|$1.0M|$6.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$110,500|—|$110,500|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISORS BROKER DEALER|$77,516|—|$77,516|

| RPW SOLUTIONS LLC|TPA|$67,819|—|$67,819|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGT|$11,544|—|$11,544|

| BOLLUS & LYNCH LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $267,379

- **Estimated Expense Ratio:** 0.261% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$267,138|—|—|—|—|

| 2023|$261,617|—|—|—|—|

| 2022|$260,570|$260,570|—|—|—|

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