Plan Snapshot
- Plan Sponsor: Polygon Company
- Sponsor EIN: 350864973
- Sponsor Address: 103 INDUSTRIAL PARK DRIVE, WALKERTON, IN, 46574
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 220 | $13.7M | $490,321 | $848,687 |
| 2023 | 244 | $11.3M | $651,718 | $774,608 |
| 2022 | 255 | $9.0M | $172,770 | $641,494 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
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 | $59,003 | $16,885 | $42,118 | — | — |
| 2023 | $76,707 | $39,871 | $36,836 | — | — |
| 2022 | $33,737 | — | $33,737 | — | — |