Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POLARIS ADVISORY INC.
EIN 46-2100332investment managementLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
710 LAKEWAY DRIVE, SUITE 250 - SUNNYVALE, CA 94085408-736-8833polarisadvisory.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POLARIS ADVISORY INC. 401(K) PLAN
401k
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$975K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POLARIS ADVISORY INC. 401(K) PLAN | 401k | $1.6M | 2 | 2024 | |
| 002 | POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $975K | 2 | 2024 |
Retirement plans