Original filing (PDF)20251015083307NAL0002109907001

CLARK CORE SERVICES, LLC

Name: CLARK CORE SERVICES, LLC — CLARK ASSOCIATES MULTIPLE EMPLOYER 401(K) PLAN, Form 5500 (2024)
Creator: CLARK CORE SERVICES, LLC

Form 5500

FILING_RECEIVED

CLARK ASSOCIATES MULTIPLE EMPLOYER 401(K) PLAN

401(k) retirement plan

Signals · 2

71% in single holdingNo recordkeeper disclosed

Active participants

8,318

Accounts w/ balance

7,966

Plan assets (EOY)

$258.2M

Net assets (EOY)

$258.2M

How this plan invests

This plan

3 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: PRINCIPAL STABLE VALUE FUND (extraction pending)]" is 71% of plan.
35 bps in Schedule C fees — 248% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK CORE SERVICES, LLC.

Plan sponsor

Name

CLARK CORE SERVICES, LLC

EIN

23-1855710

Address

2205 OLD PHILADELPHIA PIKE · LANCASTER, PA · 17602

Phone

(717) 392-7974

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$636K	—
NA FALCONE & ASSOCIATES INC.	23-2773128	WILLOW GROVE, PA	CONTRACT ADMINISTRATOR	$262K	—

Investments

3 pooled funds· $3.9M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$2.8M

1 holding

Pooled Separate Account

$1.2M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$2.8M	1.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$822K	0.3%
PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137	Pooled Separate Account	—	—	$342K	0.1%