Autumn C. Santeler signed Polar Tech Industries, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Polar Tech Industries, Inc.'s EIN is 36-3348355.
Download the official 2022 Form 5500 (PDF) for Polar Tech Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Polar Tech Industries, Inc.'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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $497K | 38.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $199K | 15.2% | |
| COLUMBIA CONTRARIAN CORE A | Registered Investment Companies | — | — | $169K | 13.0% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $55K | 4.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $49K | 3.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $46K | 3.5% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $45K | 3.4% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $32K | 2.5% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $29K | 2.2% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $27K | 2.1% | |
| UNDISCOVERED MGRS BHVL VAL A | Registered Investment Companies | — | — | $24K | 1.9% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $24K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $24K | 1.8% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $23K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $16K | 1.2% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $10K | 0.8% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $10K | 0.8% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $8K | 0.6% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $3K | 0.3% | |
| PUTNAM ASSET ALLOC CONS A | Registered Investment Companies | — | — | $3K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $3K | 0.2% | |
| NEUBERGER BERMAN GENESIS - ADV | Registered Investment Companies | — | — | $2K | 0.2% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $2K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $1K | <0.1% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
