Jackie Hancock signed Pollen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pollen, Inc.'s EIN is 27-4175668.
Download the official 2024 Form 5500 (PDF) for Pollen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pollen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | ADVISOR | $46K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $8.2M | 23.0% | |
| Fidelity Freedom Index 2050 Mutual fund | Mutual Funds | — | — | $4.4M | 12.3% | |
| Fidelity Freedom Index 2055 Mutual fund | Mutual Funds | — | — | $3.5M | 9.7% | |
| Fidelity Freedom Index 2045 Mutual fund | Mutual Funds | — | — | $2.6M | 7.2% | |
| Self-directed brokerage accounts Various investments | Self-Directed Brokerage | — | — | $2.2M | 6.2% | |
| Fidelity Freedom Index 2040 Mutual fund | Mutual Funds | — | — | $2.0M | 5.7% | |
| Fidelity Freedom Index 2060 Mutual fund | Mutual Funds | — | — | $1.9M | 5.3% | |
| MFS Growth Mutual fund | Mutual Funds | — | — | $1.9M | 5.3% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Fidelity Freedom Index 2035 Mutual fund | Mutual Funds | — | — | $1.0M | 2.9% | |
| Fidelity Sm Cap Index Mutual fund | Mutual Funds | — | — | $859K | 2.4% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $843K | 2.4% | |
| Fidelity Freedom Index 2065 Mutual fund | Mutual Funds | — | — | $634K | 1.8% | |
| AF Europacific Growth Mutual fund | Other securities | — | — | $548K | 1.5% | |
| Metwest Total Return Bond Mutual fund | Other securities | — | — | $473K | 1.3% | |
| AF New World Mutual fund | Other securities | — | — | $420K | 1.2% | |
| Victory Established Value Mutual fund | Other securities | — | — | $374K | 1.0% | |
| Fidelity Freedom Index 2030 Mutual fund | Mutual Funds | — | — | $354K | 1.0% | |
| Invesco Disc Mid Cap Growth Mutual fund | Mutual Funds | — | — | $330K | 0.9% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $321K | 0.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $321K | 0.9% | |
| Fidelity Freedom Index 2015 Mutual fund 547 * Fidelity Freedom Index 2025 Mutual fund | Mutual Funds | — | — | $299K | 0.8% | |
| UM Behavioral Value Mutual fund | Other securities | — | — | $258K | 0.7% | |
| PGIM High Yield Mutual fund | Other securities | — | — | $251K | 0.7% | |
| MFS Value Mutual fund | Mutual Funds | — | — | $247K | 0.7% | |
| C&S Real Estate Mutual fund | Other securities | — | — | $237K | 0.7% | |
| Notes Receivable from Participants Various participants; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $82K | 0.2% | |
| AB Small Cap Growth Mutual fund | Other securities | — | — | $58K | 0.2% | |
| Dodge & Cox Global Bond Mutual fund | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity Government Money Market Money market fund | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity Freedom Index Income Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $6K |
| — |
