Plan Snapshot
- Plan Sponsor: Polo Custom Products
- Sponsor EIN: 480730742
- Sponsor Address: 3601 WEST 29TH STREET, TOPEKA, KS, 66614
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $11.5M
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 | 311 | $11.5M | $293,201 | $785,790 |
| 2023 | 483 | $11.3M | $245,231 | $689,811 |
| 2022 | 348 | $10.0M | $244,610 | $694,508 |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | NONE | $46,017 | — | $46,017 |
| MIZE CPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — NONE
- MIZE CPAS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,017
- Estimated Expense Ratio: 0.401% 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 | $46,017 | — | — | — | — |
| 2023 | $39,009 | — | — | — | — |
| 2022 | $38,519 | — | $38,519 | — | — |