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Original filing (PDF)20260223131514NAL0001203312001
POLARIS INDUSTRIES INC.
Form 5500
FILING_RECEIVED
POLARIS 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.2 mo
Active participants
8,003
Accounts w/ balance
10,746
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
18 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLARIS INDUSTRIES INC..
Plan sponsor
Name
POLARIS INDUSTRIES INC.
EIN
41-1857431
Address
2100 HIGHWAY 55 · MEDINA, MN · 55340
Phone
(763) 478-5731
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
2026-02-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $538K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH INSURANCE & INVESTMENTS, LLC | 22-3570392 | — | CONSULTANT | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG US LLP | 34-6565596 | — | ACCOUNTANT | $45K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL BEST & FRIEDRICH LLP | 39-0934985 | — | ATTORNEY | $13K | — |
Investments
18 pooled funds· $746.1M(66% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2040 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $110.9M | 9.9% | |
| VANGUARD TARGET 2050 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $97.8M | 8.7% | |
| VANGUARD TARGET 2035 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $93.7M | 8.3% | |
| VANGUARD TARGET 2045 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $89.9M | 8.0% | |
| VANGUARD TARGET 2055 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $84.2M | 7.5% | |
| VANGUARD TARGET 2030 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $69.9M | 6.2% | |
| VANGUARD TARGET 2060 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $48.1M | 4.3% | |
| VANGUARD TARGET 2025 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $45.7M | 4.1% | |
| GILLIARD STABLE VALUE FUND FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $31.5M | 2.8% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $26.8M | 2.4% | |
| VANGUARD TARGET 2065 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $15.5M | 1.4% | |
| VANGUARD TARGET 2020 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $14.1M | 1.3% | |
| LARGE CAP VALUE FUND CL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.0M | 0.4% | |
| VANGUARD TARGET INCOME FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.9M | 0.4% | |
| LARGE CAP GROWTH III R1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| BLACKROCK MSCI ACWI EX-U.S. FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.6M | 0.2% | |
| VANGUARD TARGET 2070 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 0.1% | |
| MID CAP GROWTH R1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $512K | <0.1% |