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Original filing (PDF)20250924094946NAL0007956528001

POLYSYSTEMS, INC.

Form 5500-SF
FILING_RECEIVED
POLYSYSTEMS, INC. CAPITAL ACCUMULATION PLAN AND TRUST AGREEMENT
401(k) retirement plan
Active participants
97
Accounts w/ balance
105
Plan assets (EOY)
$72.0M
Net assets (EOY)
$72.0M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYSYSTEMS, INC..
Plan sponsor
Name
POLYSYSTEMS, INC.
EIN
36-2715226
Address
225 WEST WASHINGTON ST. · SUITE 2300 · CHICAGO, IL · 60606
Phone
(312) 332-4538
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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