How big is POLK Bros. Foundation's plan?

POLK Bros. Foundation's plan reported $8.1M in assets and 16 participants for 2025.

Original filing (PDF)20260518113133NAL0000032259001

POLK Bros. Foundation

Name: POLK Bros. Foundation — POLK Bros. Foundation 401(k), Form 5500 (2025)
Creator: POLK Bros. Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POLK Bros. Foundation 401(k) Plan

401(k) retirement plan · POLK Bros. Foundation's POLK Bros. Foundation 401(k) Plan held $8.1M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

James Fawley signed POLK Bros. Foundation's 2025 Form 5500 as plan administrator.

James Fawley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

POLK Bros. Foundation's EIN is 36-6108293.

EIN 36-6108293

Plan number 002

Plan year 2025

ACK ID 20260518113133NAL0000032259001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for POLK Bros. Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

POLK Bros. Foundation's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLK BROS. FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

POLK BROS. FOUNDATION

EIN

all filings

Address

20 WEST KINZIE STREET · SUITE 1110 · CHICAGO, IL · 606544600

Phone

(312) 527-4684

Industry

Other Services (ex. Public Admin)

Plan administrator