How big is Pollak Innovative Management Partners' plan?

Pollak Innovative Management Partners' plan covered 101 participants for 2023.

Original filing (PDF)20240716112434NAL0001501715001

Pollak Innovative Management Partners

Name: Pollak Innovative Management Partners — Pollak Innov, Form 5500 (2023)
Creator: Pollak Innovative Management Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pollak Innovative Management Partners 401(k) Plan

401(k) retirement plan · Pollak Innovative Management Partners' Pollak Innovative Management Partners 401(k) Plan covered 101 participants in 2023.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Hannah Perkins signed Pollak Innovative Management Partners' 2023 Form 5500 as plan administrator.

Hannah Perkins — 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

Pollak Innovative Management Partners' EIN is 84-2335234.

EIN 84-2335234

Plan number 001

Plan year 2023

ACK ID 20240716112434NAL0001501715001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pollak Innovative Management Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pollak Innovative Management Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLLAK INNOVATIVE MANAGEMENT PARTNERS.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score