How big is Polaris Advisory Inc.'s plan?

Polaris Advisory Inc.'s plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251007160040NAL0004817729001

Polaris Advisory Inc.

Name: Polaris Advisory Inc. — Polaris Advisory Inc. 401(k), Form 5500 (2024)
Creator: Polaris Advisory Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polaris Advisory Inc. 401(k) Plan

401(k) retirement plan · Polaris Advisory Inc.'s Polaris Advisory Inc. 401(k) Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Polaris Advisory Inc.'s EIN is 46-2100332.

EIN 46-2100332

Plan number 001

Plan year 2024

ACK ID 20251007160040NAL0004817729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Polaris Advisory Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Polaris Advisory Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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