# Polo Custom Products 401(k) Plan
Source: https://planprovider.pro/companies/polo-custom-products-401k-plan

> Polo Custom Products's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [MIZE CPAS INC.](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/polo-custom-products-401k-plan)

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