Original filing (PDF)20251007160040NAL0004817729001

POLARIS ADVISORY INC.

Name: POLARIS ADVISORY INC. — POLARIS ADVISORY INC. 401(K) PLAN, Form 5500 (2024)
Creator: POLARIS ADVISORY INC.

Form 5500-SF

FILING_RECEIVED

POLARIS ADVISORY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLARIS ADVISORY INC..

Plan sponsor

Name

POLARIS ADVISORY INC.

EIN

46-2100332

Address

710 LAKEWAY DRIVE, SUITE 250 · SUNNYVALE, CA · 94085

Phone

(408) 736-8833

Industry

Finance & Insurancesee 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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ADVANCED TRUSTEE STRATEGIES, INC.

ATS FINANCIAL 401(K) PROFIT SHARING PLAN

$1.6M · 10 participants

EVERGREEN CONSULTING, INC.

EVERGREEN ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.6M · 5 participants

MIDWEST PROFESSIONAL PLANNERS, LTD.

MPPL 401(K) PROFIT SHARING PLAN

$1.6M · 25 participants

HARMON FINANCIAL ADVISORS, INC.

HARMON FINANCIAL ADVISORS, INC. PROFIT SHARING PLAN

$1.6M · 10 participants

SPECIALIZED METALS, INC.

SPECIALIZED METALS, INC. CASH BALANCE PLAN