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Original filing (PDF)20251010131451NAL0008211841001
CLINICAL INK
Form 5500
FILING_RECEIVED
CLINICAL INK RETIREMENT TRUST
401(k) retirement plan
Active participants
210
Accounts w/ balance
233
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 138% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLINICAL INK.
Plan sponsor
Name
CLINICAL INK
EIN
27-2987645
Address
119 BROOKSTOWN AVENUE · SUITE 101 · WINSTON-SALEM, NC · 27101
Phone
(336) 464-0698
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES, INC. | — | KENNETT SQUARE, PA | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Investments
34 direct securities· $17.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $2.3M | 13.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.1M | 12.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.5M | 9.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 7.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 7.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 6.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $882K | 5.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $511K | 3.0% | |
| T. Rowe Price T. Rowe Price Global Technology Fund | — | — | — | $481K | 2.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $439K | 2.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $370K | 2.2% | |
| JP Morgan Equity Income Fund | — | — | — | $368K | 2.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $343K | 2.0% | |
| Transamerica International Equity Fund | — | — | — | $339K | 2.0% | |
| JP Morgan Core Plus Bond Fund Class 1 | — | — | — | $310K | 1.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $260K | 1.5% | |
| Voya Large-Cap Growth Fund | — | — | — | $230K | 1.3% | |
| Vanguard Energy Index Fund | — | — | — | $195K | 1.1% | |
| Virtus Vontobel Emerging Markets Opportunities Fund | — | — | — | $189K | 1.1% | |
| Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $175K | 1.0% | |
| Fidelity Advisor Mid Cap Value Fund | — | — | — | $166K | 1.0% | |
| BlackRock Health Sciences Opportunities Fund | — | — | — | $131K | 0.8% | |
| Goldman Sachs Small/Mid Cap Growth Fund | — | — | — | $115K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $106K | 0.6% | |
| Goldman Sachs Small Cap Growth Insights Fund | — | — | — | $105K | 0.6% | |
| Principal Real Estate Securities Fund | — | — | — | $89K | 0.5% | |
| Federated Institutional High Yield Bond Fund | — | — | — | $87K | 0.5% | |
| Great-West T. Rowe Price Mid Cap Growth Fund | — | — | — | $51K | 0.3% | |
| Delaware Group Delaware Value Fund | — | — | — | $46K | 0.3% | |
| First Eagle Global Fund | — | — | — | $43K | 0.3% | |
| Putnam Dynamic Asset Allocation Growth Fund | — | — | — | $41K | 0.2% | |
| Gabelli Gold Fund Class AAA | — | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $11K | <0.1% |
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