Form 5500 Search

POLARIS ASSET MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
121
Total plan assets
$6.8M
Filings (rows)
1
Direct comp
$0
Indirect comp
$9K

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TMS GLOBAL 403(B) RETIREMENT PLAN
TMS GLOBAL 403(B) RETIREMENT PLAN
NORCROSS, GA
Advisor / Consultant
INVESTMENT ADVISORY
121$6.8M$0
POLARIS ASSET MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search