How big is Polaris Advisors, LLC's plan?

Polaris Advisors, LLC's plan reported $653K in assets and 15 participants for 2024.

Original filing (PDF)20250509135801NAL0021562624001

Polaris Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Polaris Advisors 401(k) Plan

401(k) retirement plan · Polaris Advisors, LLC's Polaris Advisors 401(k) Plan held $653K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

People on this filing

Corey Basehore signed Polaris Advisors, LLC's 2024 Form 5500 as plan administrator.

Corey Basehore — 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

Polaris Advisors, LLC's EIN is 47-5126432.

EIN 47-5126432

Plan number 001

Plan year 2024

ACK ID 20250509135801NAL0021562624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Polaris Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLARIS ADVISORS, LLC.

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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