· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES CLARK TRUCKING — JAMES CLARK TRUCKING 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250318170114NAL0006986882001
JAMES CLARK TRUCKING
Form 5500-SF
FILING_RECEIVED
JAMES CLARK TRUCKING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES CLARK TRUCKING
.
Find decision makers
Plan sponsor
Name
JAMES CLARK TRUCKING
EIN
20-2427947
Address
29690 BIG RANGE RD. · CANYON LAKE, CA · 92587
Phone
(951) 452-0446
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
MID ATLANTIC TRANSPORT REFRIGERATION, INC.
MTR EMPLOYEE RETIREMENT PLAN
$1.1M · 25 participants
ACTION NISSAN INC
ACTION NISSAN INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 54 participants
BROWN INVESTMENTS, INC.
BROWN INVESTMENTS, INC. 401(K) PLAN
$1.1M · 5 participants
PREMIER LEASING, INC.
PREMIER LEASING, INC. 401(K) PLAN
$1.1M · 11 participants
RMN EQUIPMENT LEASING, LLC
RMN EQUIPMENT LEASING, LLC DEFINED BENEFIT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 4 participants
NEW ERA LOGISTICS INC
NEW ERA LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B