Plan Snapshot
- Plan Sponsor: Poly-America, L.P.
- Sponsor EIN: 362809122
- Sponsor Address: 2000 W. MARSHALL DRIVE, GRAND PRAIRIE, TX, 75051
- Plan Type: 401(k)
- Total Participants: 4,715
- Total Assets: $233.1M
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 | 4,715 | $233.1M | $15.3M | $16.0M |
| 2023 | 4,265 | $197.6M | $14.3M | $14.8M |
| 2022 | 3,920 | $159.1M | $12.9M | $13.4M |
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 |
|---|---|---|---|---|
| PSK, LLP | 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 | $81,007 | — | — | — | — |
| 2023 | $56,313 | — | — | — | — |
| 2022 | $48,746 | — | — | — | $48,746 |