POLEN CAPITAL MGMT

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

Active participants

21,537

Total plan assets

$4.0B

Filings (rows)

Direct comp

$374K

Indirect comp

$241K

Showing only "POLEN CAPITAL MGMT"

View all 6 variants aggregated →

POLEN CAPITAL MANAGEMENT96 POLEN CAPITAL57 POLEN CAPITAL LARGE CAP3 POLEN CAPITAL MGMT2 POLEN CAPITAL ILLIQUID1 POLEN CAPITAL CREDIT1

SERVICES PROVIDED

Advisor / Consultant1

Investment manager1

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN	SUSSEX, WI	Advisor / Consultant	9,539	$2.1B	$0	$241K
QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN	SUSSEX, WI	Investment manager	11,998	$2.0B	$374K