# Polk Investment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/polk-investment-inc-401k-plan

> Polk Investment, INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Polk Investment, INC.

- **Sponsor EIN:** 473050203

- **Sponsor Address:** 41 BONITA STREET, SAN FRANCISCO, CA, 94109

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

- **Total Participants:** 5

- **Total Assets:** $76,621

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|5|$76,621|$0|$0|

| 2023|6|$108,983|$0|$0|

| 2022|7|$118,585|$0|$0|

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