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Original filing (PDF)20240606105943NAL0045401714001

POLARIS PROJECT

Form 5500
FILING_RECEIVED
POLARIS PROJECT 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
115
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • 64 bps in Schedule C fees — modestly above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLARIS PROJECT.
Plan sponsor
Name
POLARIS PROJECT
EIN
03-0391561
Address
1110 VERMONT AVENUE, NW · WASHINGTON, DC · 20005
Phone
(202) 790-6355
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
LANE & COMPANY, CPA
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708—SERVICE PROVIER$25K—
UBS FINANCIAL SERVICES INC.13-2638166—SERVICE PROVIDER$0—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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