Isaac HULL signed POLY-America, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
POLY-America, L.P.'s EIN is 36-2809122.
Download the official 2024 Form 5500 (PDF) for POLY-America, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)POLY-America, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $58K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $1.9M | 0.8% | |
| Participant loans Various maturities with interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.4M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
