Joseph J. Klein signed Blick Clinic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blick Clinic, Inc.'s EIN is 23-7176525.
Download the official 2024 Form 5500 (PDF) for Blick Clinic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blick Clinic, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.1M | 17.1% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $948K | 14.7% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $724K | 11.2% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $679K | 10.5% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $565K | 8.8% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $373K | 5.8% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $318K | 4.9% | |
| Participant Loans (Interest at 4.25% - 9.50%) N/A | Bonds / Notes | — | — | $247K | 3.8% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $233K | 3.6% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $233K | 3.6% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $195K | 3.0% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $168K | 2.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $128K | 2.0% | |
| Key Guaranteed Portfolio Fund Guaranteed Interest Account N/A | Other securities | — | — | $119K | 1.8% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $78K | 1.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund N/A 1 Vanguard Small Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $60K | 0.9% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $49K | 0.8% | |
| American Funds New Perspective Mutual Fund N/A | Mutual Funds | — | — | $45K | 0.7% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $40K | 0.6% | |
| CORE PLUS BOND FUND III CL R1 GREAT GRAY · EIN 99-3045498 / PN 001 | Common Collective Trust | — | — | $39K | 0.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $27K | 0.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $23K | 0.4% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $16K | 0.3% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $13K | 0.2% | |
| Vanguard Emerging Markets Stock Index Mutual Fund N/A | Mutual Funds | — | — | $10K | 0.1% | |
| Cohen & Steers Instl Realty Shares Mutual Fund N/A | Other securities | — | — | $8K | 0.1% | |
| MFS New Discovery Value Mutual Fund N/A | Mutual Funds | — | — | $8K | 0.1% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AKRON, OH |
| INVESTMENT ADVISOR |
| $16K |
| — |
