POLEN CAPTIAL 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

Active participants

1,341

Total plan assets

$198.5M

Filings (rows)

Direct comp

$29K

Indirect comp

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED CONTRIBUTION PENSION PLAN	SAN FRANCISCO, CA	Other service providers	1,341	$198.5M	$29K	$0