James Hoffman signed Polygon Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Polygon Company's EIN is 35-0864973.
Download the official 2024 Form 5500 (PDF) for Polygon Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Polygon Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | RETAINED BY EMPLOYER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 3,074 shares | Common Collective Trusts | — | $3K | $1.7M | 12.2% | |
| MFS Growth Fund 6,772 shares | Mutual Funds | — | $7K | $1.4M | 10.1% | |
| Vanguard Target Retirement 2050 Fund 22,216 shares | Mutual Funds | — | $22K | $1.1M | 8.1% | |
| Vanguard Target Retirement 2040 Fund 24,508 shares | Mutual Funds | — | $25K | $1.1M | 7.7% | |
| Vanguard Mid-Cap Index Fund 2,757 shares | Common Collective Trusts | — | $3K | $901K | 6.6% | |
| Vanguard Small-Cap Index Fund 6,562 shares | Common Collective Trusts | — | $7K | $756K | 5.5% | |
| Vanguard Target Retirement 2020 Fund 25,562 shares | Mutual Funds | — | $26K | $677K | 4.9% | |
| RELIANCE TRUST COMPANY RTC ANCHOR ACCOUNT SERIES I · EIN 46-6350416 / PN 001 | Common Collective Trust | — | $1K | $671K | 4.9% | |
| PIMCO RAE US Small Fund 48,065 shares | Mutual Funds | — | $48K | $548K | 4.0% | |
| Macquarie Mid Cap Growth Fund 16,656 shares | Other securities | — | $17K | $496K | 3.6% | |
| Maturing March 2025 to November 2029 | Other securities | — | — | $445K | 3.2% | |
| American Funds Washington Mutual Inv Fund 6,055 shares | Mutual Funds | — | $6K | $373K | 2.7% | |
| Vanguard Target Retirement 2060 Fund 5,854 shares | Mutual Funds | — | $6K | $300K | 2.2% | |
| Vanguard Target Retirement 2045 Fund 9,868 shares | Mutual Funds | — | $10K | $293K | 2.1% | |
| Vanguard Total International Stock Index Fund 9,091 shares | Common Collective Trusts | — | $9K | $288K | 2.1% | |
| PGIM Total Return Bond Fund 17,300 shares | Mutual Funds | — | $17K | $205K | 1.5% | |
| Vanguard Target Retirement 2065 Fund 5,692 shares | Mutual Funds | — | $6K | $191K | 1.4% | |
| Vanguard Target Retirement 2055 Fund 2,984 shares | Mutual Funds | — | $3K | $166K | 1.2% | |
| Vanguard Target Retirement 2035 Fund 3,551 shares | Mutual Funds | — | $4K | $85K | 0.6% | |
| Vanguard Target Retirement 2025 Fund 4,435 shares | Mutual Funds | — | $4K | $83K | 0.6% | |
| Vanguard Total Bond Market Index Fund 5,719 shares | Common Collective Trusts | — | $6K | $54K | 0.4% | |
| Money Market Account JPMorgan US Governmental Money Market 43,933 shares | Cash / Money Market | — | $44K | $44K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund 1,472 shares | Mutual Funds | — | $1K | $33K | 0.2% | |
| Emerald Growth Fund 904 shares | Other securities | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 670 shares | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Target Retirement Income Fund 1,070 shares | Mutual Funds | — | $1K | $14K | 0.1% | |
| American Funds EUPAC Fund 255 shares | Mutual Funds | — | — | $14K | 0.1% | |
| PIMCO Low Duration Fund 1,148 shares | Mutual Funds | — | $1K | $11K | <0.1% | |
| JPMorgan Emerging Markets Equity Fund 295 shares | Other securities | — | — | $9K | <0.1% | |
| T Rowe Price Capital Appreciation Fund 81 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
