How big is Polomsky Capital Management Group's plan?

Polomsky Capital Management Group's plan reported $205K in assets and 1 participants for 2024.

Original filing (PDF)20250718064912NAL0001352545001

Polomsky Capital Management Group

Name: Polomsky Capital Management Group — Polomsky Capital, Form 5500 (2024)
Creator: Polomsky Capital Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polomsky Capital Management Group 401(k) Profit Sharing Plan

401(k) retirement plan · Polomsky Capital Management Group's Polomsky Capital Management Group 401(k) Profit Sharing Plan held $205K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Polomsky Capital Management Group's EIN is 86-1587494.

EIN 86-1587494

Plan number 002

Plan year 2024

ACK ID 20250718064912NAL0001352545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Polomsky Capital Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Polomsky Capital Management Group's plan includes profit-sharing, a 401(k) feature, 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 POLOMSKY CAPITAL MANAGEMENT GROUP.

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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