How big is POLY-Med, Inc.'s plan?

POLY-Med, Inc.'s plan reported $10.2M in assets and 209 participants for 2024.

Original filing (PDF)20251008082816NAL0009386592001

POLY-Med, Inc.

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

Form 5500

FILING_RECEIVED

POLY-Med, Inc. 401(k) Retirement Plan

401(k) retirement plan · POLY-Med, Inc.'s POLY-Med, Inc. 401(k) Retirement Plan held $10.2M in plan assets for 209 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions27% in single holdingSelf-directed brokerage offered

Active participants

209

Accounts w/ balance

179

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Samantha Hoffman signed POLY-Med, Inc.'s 2024 Form 5500 as plan administrator.

Samantha Hoffman — 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

POLY-Med, Inc.'s EIN is 57-0981494.

EIN 57-0981494

Plan number 001

Plan year 2024

ACK ID 20251008082816NAL0009386592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for POLY-Med, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

POLY-Med, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLY-MED, INC..

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 60K (5% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

POLY-MED, INC.

EIN

all filings

Address

51 TECHNOLOGY DRIVE · ANDERSON, SC · 29625

Phone

(864) 328-0008

Industry

Professional & Technical Services

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$700	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Investments

34 direct securities· $10.2M(100% of reported assets)

Mutual Funds

$6.6M

24 holdings

Common Collective Trusts

$2.8M

1 holding

Other securities

$537K

7 holdings

Self-Directed Brokerage

$206K

1 holding

U.S. Treasuries

$86K

1 holding

					% of plan
iShares S&P Index Fund Investor A Shares Mutual Fund	Common Collective Trusts	—	—	$2.8M	27.4%
Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund	Mutual Funds	—	—	$2.0M	19.9%
Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund	Mutual Funds	—	—	$650K	6.4%
Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund	Mutual Funds	—	—	$589K	5.8%
Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund	Mutual Funds	—	—	$520K	5.1%
Fidelity Advisor Financial Services Fund Class A Mutual Fund ** 593 * Fidelity Advisor Technology Fund Class A Mutual Fund	Mutual Funds	—	—	$510K	5.0%
Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund	Mutual Funds	—	—	$472K	4.6%
Fidelity Advisor Growth Opportunities Fund Class A Mutual Fund	Mutual Funds	—	—	$439K	4.3%
Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund	Mutual Funds	—	—	$253K	2.5%
Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund	Mutual Funds	—	—	$248K	2.4%
BlackRock Global Allocation Fund Inv A Shares Mutual Fund	Other securities	—	—	$234K	2.3%
Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$206K	2.0%
Thornburg Limited Term US Gov Fund Class R4 Mutual Fund	Other securities	—	—	$188K	1.8%
Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund	Mutual Funds	—	—	$158K	1.5%
Fidelity Advisor Health Care Fund Class A Mutual Fund	Mutual Funds	—	—	$150K	1.5%
MFS Value Fund Class R3 Mutual Fund	Mutual Funds	—	—	$96K	0.9%
PIMCO Total Return Fund Class A Mutual Fund	Mutual Funds	—	—	$88K	0.9%
PIMCO Investment Grade Credit Bond Fund Instl Class A Mutual Fund ** 947 JPMorgan SMID Cap Equity Fund Class A Mutual Fund	U.S. Treasuries	—	—	$86K	0.8%
PIMCO International Bond Fund US Dollar-Hedged Instl Class Mutual Fund	Mutual Funds	—	—	$71K	0.7%
American Funds Balanced Fund Class R3 Mutual Fund	Mutual Funds	—	—	$66K	0.6%
Fidelity Advisor Freedom Inc A Mutual Fund ** 594 * Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund	Mutual Funds	—	—	$63K	0.6%
Goldman Sachs Emerging Markets Equity Fund Instl Mutual Fund	Other securities	—	—	$62K	0.6%
Fidelity Treasury Money Market Fund Daily Money Class Money Market	Mutual Funds	—	—	$49K	0.5%
Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund	Mutual Funds	—	—	$49K	0.5%
PIMCO Emerging Markets Bond Fund Class A Mutual Fund	Mutual Funds	—	—	$31K	0.3%
BlackRock Asian Dragon Fund A Mutual Fund ** 794 Royce PA Mutual Fund Service Class Mutual Fund	Other securities	—	—	$22K	0.2%
Fidelity Advisor Biotechnology Fund Class A Mutual Fund	Mutual Funds	—	—	$20K	0.2%
Virtus NFJ Dividend Value Fund Class A Mutual Fund	Other securities	—	—	$16K	0.2%
Franklin Convertible Securities Fund Class A Mutual Fund	Mutual Funds	—	—	$12K	0.1%
PIMCO High Yield Fund Class A Mutual Fund	Mutual Funds	—	—	$12K	0.1%
First Eagle Fund Class A Mutual Fund	Other securities	—	—	$9K	<0.1%
PIMCO Real Return Fund Class A Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
BlackRock Energy Opportunities Fund Inv A Class Mutual Fund	Other securities	—	—	$6K	<0.1%
American Funds Intl Growth and Income Fund Class R4 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%