Employers › Pollen
Recordkeeping fees per participant · Pollen, Inc. Employees Savings Trust Plan · plan year 2024
$82.64
Higher than 49% of the 14,075 plans $10 to 50M that report it.
= $33,966 / 411
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002110002NAL0000636592001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002110002NAL0000636592001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Administrative expenses excluding investment management, per participant
$82.64
Higher than 36% of the 24,371 plans $10 to 50M that report it.
= $33,966 / 411
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002110002NAL0000636592001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002110002NAL0000636592001, received 2025-10-02
Administrative expenses per participant
$209.01
Higher than 53% of the 25,098 plans $10 to 50M that report it.
= $85,903 / 411
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002110002NAL0000636592001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002110002NAL0000636592001, received 2025-10-02
Administrative expenses as a share of assets
0.240%
Higher than 42% of the 25,132 plans $10 to 50M that report it.
= $85,903 / $35,726,160
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002110002NAL0000636592001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002110002NAL0000636592001, received 2025-10-02
Employer contributions per participant
$4,452
Higher than 88% of the 24,050 plans $10 to 50M that report it.
= $1,829,975 / 411
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002110002NAL0000636592001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002110002NAL0000636592001, received 2025-10-02
Employer share of total contributions
30.6%
Higher than 60% of the 24,084 plans $10 to 50M that report it.
= $1,829,975 / $5,976,046
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002110002NAL0000636592001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002110002NAL0000636592001, received 2025-10-02
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002110002NAL0000636592001, received 2025-10-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | POLLEN, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Plan name | POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Sponsor EIN / plan number | 27-4175668 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Sponsor location | KANSAS CITY, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Industry (business code) | 522294, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Participants, beginning of year | 546 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Active participants | 262 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Participants, end of year | 447 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Participants with an account balance | 411 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total assets, beginning of year | $32,012,793 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total assets, end of year | $35,726,160 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Net assets, end of year | $35,726,160 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total income | $11,137,467 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Net income | $3,713,367 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Employer contributions | $1,829,975 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Participant contributions | $3,668,710 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $477,361 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total contributions | $5,976,046 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Benefit payments | $7,338,197 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $7,424,100 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Total administrative expenses | $85,903 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Recordkeeping fees | $33,966 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Investment advisory and management fees | $51,937 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Administrative expenses excluding investment management | $33,966 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Held in common/collective trusts | $320,738 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Held in mutual funds | $35,064,089 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002110002NAL0000636592001, received 2025-10-02 |
| Independent auditor | PICKETT, CHANEY & MCMULLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002110002NAL0000636592001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002110002NAL0000636592001, received 2025-10-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MARINER LLC | ADVISOR | 27 Investment advisory (plan) | $46,125 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $34,969 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $5,812 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002110002NAL0000636592001, received 2025-10-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $32,012,793 | $35,726,160 | 11.6% |
| Participants with a balance | 516 | 411 | -20.3% |
| Administrative expenses | $72,310 | $85,903 | 18.8% |
| Recordkeeping fees per participant | $55.09 | $82.64 | 50.0% |
| Employer contributions | $2,361,736 | $1,829,975 | -22.5% |
Prior filing 20240826162504NAL0016079872001, received 2024-08-26; the plan years are contiguous.
Sponsor name as filed: POLLEN, INC.; SEC registrant: Pollen, Inc. (CIK 1508784, matched by EIN).