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

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Plans served

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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 · all filings	SAN FRANCISCO, CA	Other service providers	1,341	$198.5M	$29K	$0