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Original filing (PDF)20251007084151NAL0004511585001
POLY-AMERICA, L.P.
Form 5500
FILING_RECEIVED
POLY-AMERICA, L.P. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
55% in single holdingNo recordkeeper disclosed
Active participants
4,715
Accounts w/ balance
5,424
Plan assets (EOY)
$233.1M
Net assets (EOY)
$233.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wilmington Trust Company Moderate Managed Account Portfolio" is 55% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLY-AMERICA, L.P..
Plan sponsor
Name
POLY-AMERICA, L.P.
EIN
36-2809122
Address
2000 W. MARSHALL DRIVE · GRAND PRAIRIE, TX · 75051
Phone
(972) 647-4374
Industry
Manufacturingsee all
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PSK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $58K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $23K | — |
Investments
3 direct securities · 6 pooled funds· $217.8M(93% of reported assets)
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.
Common Collective Trust
$195.5M
6 holdings
Uncategorized
$22.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MODERATE MANAGED ACCOUNT PORT. WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $119.4M | 51.2% | |
| NEW YORK LIFE ANCHOR NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $41.5M | 17.8% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $19.0M | 8.1% | |
| GROWTH MANAGED ACCOUNT PORT. WILMINGTON TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $12.7M | 5.5% | |
| AGGRESSIVE MANAGED ACCOUNT PORT. WILMINGTON TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $11.0M | 4.7% | |
| INCOME MANAGED ACCOUNT PORT. WILMINGTON TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $6.7M | 2.9% | |
| CONSERVATIVE MANAGED ACCOUNT PORT. WILMINGTON TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $4.2M | 1.8% | |
| Fidelity Total Bond K6 | — | — | — | $1.9M | 0.8% | |
| Participant loans Various maturities with interest rates from 4.25% to 9.50% | — | — | — | $1.4M | 0.6% |