POLEN CAPITAL MANAGEMENT, L.L.C. 401(k) Plan
What public Form 5500 filings show about the POLEN CAPITAL MANAGEMENT, L.L.C. 401(k) plan — and how to find and check your own account.
The POLEN CAPITAL MANAGEMENT, L.L.C. 401(k) on its latest Form 5500
POLEN CAPITAL MANAGEMENT, L.L.C. (EIN 26-0319356) reports POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN on its most recent Form 5500, with $76.4M in plan assets across 220 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full POLEN CAPITAL MANAGEMENT, L.L.C. filing — schedules, fees, and providers.
Who runs the POLEN CAPITAL MANAGEMENT, L.L.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your POLEN CAPITAL MANAGEMENT, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASCENSUS.
How to check your POLEN CAPITAL MANAGEMENT, L.L.C. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask POLEN CAPITAL MANAGEMENT, L.L.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).