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Original filing (PDF)20250722082701NAL0003104016001
POLO CUSTOM PRODUCTS
Form 5500
FILING_RECEIVED
POLO CUSTOM PRODUCTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
311
Accounts w/ balance
286
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLO CUSTOM PRODUCTS.
Plan sponsor
Name
POLO CUSTOM PRODUCTS
EIN
48-0730742
Address
3601 WEST 29TH STREET · TOPEKA, KS · 66614
Phone
(785) 273-3990
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MIZE CPAS INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $46K | — |
Investments
31 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFS Growth Fund of America R6 Mutual funds N/A | — | — | — | $1.3M | 11.7% | |
| Vanguard Target Retirement 2035 Mutual funds N/A | — | — | — | $1.3M | 11.0% | |
| Alerus Money Market Money market fund N/A | — | — | — | $1.1M | 9.9% | |
| Vanguard 500 Index Adml Mutual funds N/A | — | — | — | $929K | 8.1% | |
| Vanguard Windsor II Adm Mutual funds N/A | — | — | — | $874K | 7.6% | |
| Vanguard Target Retirement 2025 Mutual funds N/A | — | — | — | $850K | 7.4% | |
| Vanguard Target Retirement 2055 Mutual funds N/A | — | — | — | $611K | 5.3% | |
| Vanguard Small Cap Idx Adm Mutual funds N/A | — | — | — | $609K | 5.3% | |
| Vanguard Target Retirement 2045 Mutual funds N/A | — | — | — | $590K | 5.1% | |
| Vanguard Wellington Admiral Mutual funds N/A | — | — | — | $568K | 4.9% | |
| Vanguard Mid Cap Index Adml Mutual funds N/A | — | — | — | $452K | 3.9% | |
| Fidelity Contrafund Mutual funds N/A | — | — | — | $226K | 2.0% | |
| Vanguard Interim Trm Bd Idx Adm Mutual funds N/A | — | — | — | $210K | 1.8% | |
| Vanguard Mid Cap Growth Index Mutual funds N/A | — | — | — | $202K | 1.8% | |
| AFS New World R6 Mutual funds N/A | — | — | — | $184K | 1.6% | |
| Vanguard Small Cap Value Index Mutual funds N/A | — | — | — | $179K | 1.6% | |
| Fidelity Advisor Diver Intl Mutual funds N/A | — | — | — | $161K | 1.4% | |
| Vanguard Real Estate Index Adm Mutual funds N/A | — | — | — | $151K | 1.3% | |
| Vanguard Mid Cap Value Index Mutual funds N/A | — | — | — | $142K | 1.2% | |
| Vanguard Target Retirement 2040 Mutual funds N/A | — | — | — | $134K | 1.2% | |
| Vanguard Target Retirement 2030 Mutual funds N/A | — | — | — | $110K | 1.0% | |
| Vanguard Target Retirement 2050 Mutual funds N/A | — | — | — | $100K | 0.9% | |
| Vanguard Target Retirement 2065 Mutual funds N/A | — | — | — | $93K | 0.8% | |
| Vanguard Infl-Protect Secs Adm Mutual funds N/A | — | — | — | $78K | 0.7% | |
| AFS Europacific Growth Fund R6 Mutual funds N/A | — | — | — | $75K | 0.7% | |
| Vanguard Target Retirement Inc Inv Mutual funds N/A | — | — | — | $69K | 0.6% | |
| March 2025 to November 2029 | — | — | — | $68K | 0.6% | |
| Vanguard Target Retirement 2060 Mutual funds N/A | — | — | — | $57K | 0.5% | |
| Vanguard Target Retirement 2020 Mutual funds N/A | — | — | — | $10K | <0.1% | |
| Vanguard Gnma Admiral Mutual funds N/A | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual funds N/A | — | — | — | $3K | <0.1% |
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