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Original filing (PDF)20250925000325NAL0007163889001
POLLY'S, INC.
Form 5500
FILING_RECEIVED
OUR GANG SAVINGS INCENTIVE PLAN
401(k) retirement plan
Active participants
841
Accounts w/ balance
132
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLLY'S, INC..
Plan sponsor
Name
POLLY'S, INC.
EIN
95-3781318
Address
1150 E ORANGETHORPE AVE. · SUITE 101 · PLACENTIA, CA · 92870
Phone
(714) 459-0041
Industry
Accommodation & Food Servicessee 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
2025-09-25
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2015 K Mutual Fund N/A | — | — | — | $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 | — | — | — | $1.3M | 15.9% | |
| Carillon Eagle Mid Cap Growth Fund Class A Mutual Fund N/A | — | — | — | $1.0M | 12.7% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $679K | 8.6% | |
| Fidelity Freedom 2035 K Mutual Fund N/A | — | — | — | $475K | 6.0% | |
| Fidelity Freedom 2025 K Mutual Fund N/A | — | — | — | $353K | 4.4% | |
| Fidelity Freedom 2050 K Mutual Fund N/A | — | — | — | $341K | 4.3% | |
| Fidelity Freedom 2055 K Mutual Fund N/A | — | — | — | $323K | 4.1% | |
| Fidelity Growth & Income Mutual Fund N/A | — | — | — | $288K | 3.6% | |
| Fidelity Freedom 2040 K Mutual Fund N/A | — | — | — | $251K | 3.2% | |
| Fidelity Freedom 2030 K Mutual Fund N/A | — | — | — | $235K | 3.0% | |
| Fidelity Freedom 2020 K Mutual Fund N/A | — | — | — | $227K | 2.9% | |
| Fidelity Blue Chip Growth Mutual Fund N/A | — | — | — | $154K | 1.9% | |
| Fidelity Diversified International Mutual Fund N/A | — | — | — | $117K | 1.5% | |
| Glenmede Large Cap Core Mutual Fund N/A | — | — | — | $83K | 1.0% | |
| Fidelity Government Income Mutual Fund N/A | — | — | — | $80K | 1.0% | |
| Fidelity International Index Mutual Fund N/A | — | — | — | $74K | 0.9% | |
| Fidelity Capital & Income Mutual Fund N/A | — | — | — | $69K | 0.9% | |
| Fidelity Freedom Inc K Mutual Fund N/A | — | — | — | $62K | 0.8% | |
| Fidelity Small Cap Growth Mutual Fund N/A | — | — | — | $54K | 0.7% | |
| Fidelity Low Priced Stock Mutual Fund N/A | — | — | — | $49K | 0.6% | |
| Notes receivable from participants Maturing through 2029 at interest rates of 3.25% - 9.50% - | — | — | — | $42K | 0.5% | |
| Fidelity US Bond Index Mutual Fund N/A | — | — | — | $31K | 0.4% | |
| Fidelity Freedom 2060 K Mutual Fund N/A | — | — | — | $27K | 0.3% | |
| Fidelity Value Discovery Mutual Fund N/A | — | — | — | $16K | 0.2% | |
| Fidelity Freedom 2065 K Mutual Fund N/A | — | — | — | $13K | 0.2% | |
| PIMCO RAE US Small Instl Mutual Fund N/A | — | — | — | $11K | 0.1% | |
| Principal Small Cap R5 Mutual Fund N/A | — | — | — | $3K | <0.1% |
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