How big is Polek & Polek's plan?

Polek & Polek's plan reported $5.6M in assets and 13 participants for 2024.

Original filing (PDF)20250925221300NAL0003767699001

Polek & Polek

Name: Polek & Polek — Polek & Polek 401(k) Plan, Form 5500 (2024)
Creator: Polek & Polek
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polek & Polek 401(k) Plan

401(k) retirement plan · Polek & Polek's Polek & Polek 401(k) Plan held $5.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Polek & Polek's EIN is 22-2041974.

EIN 22-2041974

Plan number 001

Plan year 2024

ACK ID 20250925221300NAL0003767699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Polek & Polek from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Polek & Polek's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLEK & POLEK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

POLEK & POLEK

EIN

all filings

Address

PO BOX 1109 · WEST CALDWELL, NJ · 07007

Phone

(800) 526-1360

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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