Plan Ledger DOL Form 5500 · updated monthly

Pollen, Inc.401(k)

POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN · LEAWOOD, KS · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Pollen, Inc. reported $85,903 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,985 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.21% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 182nd-largest of 828 plans among Kansas employers on file, and the 2,142nd of 4,798 in finance & insurance. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 458 to 262 since 2022.

Plan summary
Net assets, end of year$35,726,160
Participants with balances411
Active participants262
Employer contributions$1,829,975
Employee contributions$3,668,710
Employer contribution per active participant$6,985
Average account balance$86,925
Benefits paid to participants$7,338,197
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.7M · 411 accts · $1.8M emplr
2023$32.0M · 516 accts · $2.4M emplr
2022$22.8M · 485 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,966
Investment management$51,937
Total administrative$85,903
The Pollen, Inc. 401(k) match · 2024
Employer contribution per active participant$6,985
Median for plans this size$2,416
2024$6,985 per active participant
2023$7,071 per active participant
2022$4,307 per active participant

Pollen, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MARINER LLC · Investment advisory (plan)$46,125
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,969
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,812

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$85,903 · 0.25%
2023$72,310 · 0.26%
2022$47,240 · 0.21%
Same employer
Similar plansFinance & Insurance · Kansas
Emprise Bank KS$49.9M · 0.03%
Crossfirst Bankshares, Inc. KS$48.9M · 0.26%
Ks Statebank KS$31.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274175668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.