OpenERISA

Polen Capital Management, L.L.C.

Boca Raton, FL, 334318559

EIN 26-0319356
Plans
2
Total participants
1,631
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Polen Capital Management, L. L. C. 401(K) Plan220
2024Form 5500501Polen Capital Management, LLC Employee Benefits Plan221
2023Form 5500001Polen Capital Management, L. L. C. 401(K) Plan217
2023Form 5500501Polen Capital Management, LLC Employee Benefits Plan216
2022Form 5500001Polen Capital Management, L. L. C. 401(K) Plan193
2022Form 5500501Polen Capital Management, LLC Employee Benefits Plan192
2021Form 5500-SF001Polen Capital Management, L. L. C. 401(K) Plan132
2021Form 5500501Polen Capital Management, LLC Employee Benefits Plan132
2020Form 5500-SF001Polen Capital Management, L. L. C. 401(K) Plan108

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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