How big is Polly's, Inc.'s plan?

Polly's, Inc.'s plan reported $7.9M in assets and 841 participants for 2024.

Original filing (PDF)20250925000325NAL0007163889001

Polly's, Inc.

Name: Polly's, Inc. — Our GANG Savings Incentive Plan, Form 5500 (2024)
Creator: Polly's, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Our GANG Savings Incentive Plan

401(k) retirement plan · Polly's, Inc.'s Our GANG Savings Incentive Plan held $7.9M in plan assets for 841 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

841

Accounts w/ balance

132

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Jessica Watkins signed Polly's, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Watkins — 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

Polly's, Inc.'s EIN is 95-3781318.

EIN 95-3781318

Plan number 001

Plan year 2024

ACK ID 20250925000325NAL0007163889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Polly's, Inc.'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 POLLY'S, INC..

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 49K (12% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

POLLY'S, INC.

EIN

all filings

Address

1150 E ORANGETHORPE AVE. · SUITE 101 · PLACENTIA, CA · 92870

Phone

(714) 459-0041

Industry

Accommodation & Food 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

2025-09-25

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

28 direct securities· $7.6M(96% of reported assets)

Mutual Funds

$5.8M

23 holdings

Other securities

$1.1M

3 holdings

Common Collective Trusts

$679K

1 holding

Bonds / Notes

$42K

1 holding

					% of plan
Fidelity Freedom 2015 K Mutual Fund N/A	Mutual Funds	—	—	$1.3M	16.0%
Fidelity Freedom 2010 K Mutual Fund N/A 380 * Fidelity Extended Market Index Mutual Fund N/A 94 * Fidelity Government Money Market Money Market Mutual Fund N/A	Mutual Funds	—	—	$1.3M	15.9%
Carillon Eagle Mid Cap Growth Fund Class A Mutual Fund N/A	Other securities	—	—	$1.0M	12.7%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$679K	8.6%
Fidelity Freedom 2035 K Mutual Fund N/A	Mutual Funds	—	—	$475K	6.0%
Fidelity Freedom 2025 K Mutual Fund N/A	Mutual Funds	—	—	$353K	4.4%
Fidelity Freedom 2050 K Mutual Fund N/A	Mutual Funds	—	—	$341K	4.3%
Fidelity Freedom 2055 K Mutual Fund N/A	Mutual Funds	—	—	$323K	4.1%
Fidelity Growth & Income Mutual Fund N/A	Mutual Funds	—	—	$288K	3.6%
Fidelity Freedom 2040 K Mutual Fund N/A	Mutual Funds	—	—	$251K	3.2%
Fidelity Freedom 2030 K Mutual Fund N/A	Mutual Funds	—	—	$235K	3.0%
Fidelity Freedom 2020 K Mutual Fund N/A	Mutual Funds	—	—	$227K	2.9%
Fidelity Blue Chip Growth Mutual Fund N/A	Mutual Funds	—	—	$154K	1.9%
Fidelity Diversified International Mutual Fund N/A	Mutual Funds	—	—	$117K	1.5%
Glenmede Large Cap Core Mutual Fund N/A	Other securities	—	—	$83K	1.0%
Fidelity Government Income Mutual Fund N/A	Mutual Funds	—	—	$80K	1.0%
Fidelity International Index Mutual Fund N/A	Mutual Funds	—	—	$74K	0.9%
Fidelity Capital & Income Mutual Fund N/A	Mutual Funds	—	—	$69K	0.9%
Fidelity Freedom Inc K Mutual Fund N/A	Mutual Funds	—	—	$62K	0.8%
Fidelity Small Cap Growth Mutual Fund N/A	Mutual Funds	—	—	$54K	0.7%
Fidelity Low Priced Stock Mutual Fund N/A	Mutual Funds	—	—	$49K	0.6%
Notes receivable from participants Maturing through 2029 at interest rates of 3.25% - 9.50% -	Bonds / Notes	—	—	$42K	0.5%
Fidelity US Bond Index Mutual Fund N/A	Mutual Funds	—	—	$31K	0.4%
Fidelity Freedom 2060 K Mutual Fund N/A	Mutual Funds	—	—	$27K	0.3%
Fidelity Value Discovery Mutual Fund N/A	Mutual Funds	—	—	$16K	0.2%
Fidelity Freedom 2065 K Mutual Fund N/A	Mutual Funds	—	—	$13K	0.2%
PIMCO RAE US Small Instl Mutual Fund N/A	Mutual Funds	—	—	$11K	0.1%
Principal Small Cap R5 Mutual Fund N/A	Other securities	—	—	$3K	<0.1%