Matthew O'DELL signed Polaris Laboratories, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Polaris Laboratories, LLC's EIN is 35-2070136.
Download the official 2024 Form 5500 (PDF) for Polaris Laboratories, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Polaris Laboratories, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $929K | 13.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $854K | 12.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $480K | 7.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $422K | 6.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $364K | 5.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $323K | 4.8% | |
| MORGAN STANLEY INTL ADV PORT I | Registered Investment Companies | — | — | $286K | 4.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $282K | 4.2% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $278K | 4.2% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $261K | 3.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $257K | 3.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $231K | 3.4% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $228K | 3.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $205K | 3.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $198K | 3.0% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $192K | 2.9% | |
| WILLIAM BLAIR SMALL CAP GR R6 | Registered Investment Companies | — | — | $155K | 2.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $112K | 1.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $94K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $90K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $72K | 1.1% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $59K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $45K | 0.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $41K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $40K | 0.6% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $26K | 0.4% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $14K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $12K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $10K | 0.2% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $23K |
| — |
