Ryan Zimmerman signed Polywood's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Polywood's EIN is 47-4665663.
Download the official 2024 Form 5500 (PDF) for Polywood from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Polywood's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $84K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 K # | Other securities | — | — | $4.7M | 18.7% | |
| BlackRock LifePath Index 2055 K # | Other securities | — | — | $3.4M | 13.6% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $2.9M | 11.7% | |
| BlackRock LifePath Index 2050 K # | Other securities | — | — | $2.4M | 9.5% | |
| BlackRock LifePath Index 2060 K # | Other securities | — | — | $2.1M | 8.3% | |
| BlackRock LifePath Index 2040 K # | Other securities | — | — | $1.7M | 6.9% | |
| BlackRock LifePath Index 2035 K # | Other securities | — | — | $1.5M | 5.8% | |
| BlackRock LifePath Index Retirement K # | Other securities | — | — | $1.3M | 5.1% | |
| BlackRock LifePath Index 2030 K # | Mutual Funds | — | — | $1.2M | 4.9% | |
| BlackRock LifePath Index 2065 K # | Other securities | — | — | $1.0M | 4.1% | |
| JPMorgan Large Cap Growth R6 # | Other securities | — | — | $636K | 2.5% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $511K | 2.0% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $333K | 1.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $220K | 0.9% | |
| JPMorgan Equity Income R6 # | Other securities | — | — | $200K | 0.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $150K | 0.6% | |
| Dodge & Cox International Stock # | Mutual Funds | — | — | $148K | 0.6% | |
| Dimensional Real Estate Securities Portfolio; I # | Mutual Funds | — | — | $128K | 0.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $123K | 0.5% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $106K | 0.4% | |
| Fidelity Advisor Focused Emerging Mrkt Z # | Mutual Funds | — | — | $89K | 0.4% | |
| BlackRock Total Return K # | Other securities | — | — | $64K | 0.3% | |
| Wells Fargo Spe Small Cal Value R6 # | Other securities | — | — | $62K | 0.2% | |
| Principal Small Cap Growth R6 # | Other securities | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
