Plan Snapshot
- Plan Sponsor: Polinger Company
- Sponsor EIN: 520624763
- Sponsor Address: 7700 WISCONSIN AVENUE, SUITE 600, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 89 | $15.9M | $136,262 | $495,713 |
| 2023 | 94 | $15.6M | $135,447 | $533,196 |
| 2022 | 97 | $15.0M | $139,438 | $536,356 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,839 | $1,176 | — | — | — |
| 2023 | $64,061 | $230 | — | — | — |
| 2022 | $67,304 | $54,178 | $13,126 | — | — |