How big is Clinical INK's plan?

Clinical INK's plan reported $17.0M in assets and 210 participants for 2024.

Original filing (PDF)20251010131451NAL0008211841001

Clinical INK

Name: Clinical INK — Clinical INK Retirement Trust, Form 5500 (2024)
Creator: Clinical INK
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clinical INK Retirement Trust

401(k) retirement plan · Clinical INK's Clinical INK Retirement Trust held $17.0M in plan assets for 210 participants in 2024, with Empower as recordkeeper.

Active participants

210

Accounts w/ balance

233

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

Plan identifiers

Clinical INK's EIN is 27-2987645.

EIN 27-2987645

Plan number 001

Plan year 2024

ACK ID 20251010131451NAL0008211841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clinical INK from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clinical INK's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINICAL INK.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

CLINICAL INK

EIN

all filings

Address

119 BROOKSTOWN AVENUE · SUITE 101 · WINSTON-SALEM, NC · 27101

Phone

(336) 464-0698

Industry

Custom Computer Programming· Professional & Technical Services

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$62K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

34 direct securities· $17.0M(100% of reported assets)

Mutual Funds

$10.3M

12 holdings

Common Collective Trusts

$3.3M

4 holdings

Other securities

$2.9M

15 holdings

Bonds / Notes

$260K

1 holding

Common Stocks

$221K

2 holdings

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$2.3M	13.6%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$2.1M	12.5%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.5M	9.1%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$1.4M	7.9%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$1.3M	7.7%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$1.2M	6.9%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$1.1M	6.5%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$882K	5.2%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$511K	3.0%
T. Rowe Price T. Rowe Price Global Technology Fund	Other securities	—	—	$481K	2.8%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$439K	2.6%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$370K	2.2%
JP Morgan Equity Income Fund	Other securities	—	—	$368K	2.2%
Vanguard Small Cap Value Index Fund	Common Collective Trusts	—	—	$343K	2.0%
Transamerica International Equity Fund	Other securities	—	—	$339K	2.0%
JP Morgan Core Plus Bond Fund Class 1	Other securities	—	—	$310K	1.8%
Participant loans Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$260K	1.5%
Voya Large-Cap Growth Fund	Other securities	—	—	$230K	1.3%
Vanguard Energy Index Fund	Common Collective Trusts	—	—	$195K	1.1%
Virtus Vontobel Emerging Markets Opportunities Fund	Other securities	—	—	$189K	1.1%
Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund	Common Stocks	—	—	$175K	1.0%
Fidelity Advisor Mid Cap Value Fund	Mutual Funds	—	—	$166K	1.0%
BlackRock Health Sciences Opportunities Fund	Other securities	—	—	$131K	0.8%
Goldman Sachs Small/Mid Cap Growth Fund	Other securities	—	—	$115K	0.7%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$106K	0.6%
Goldman Sachs Small Cap Growth Insights Fund	Other securities	—	—	$105K	0.6%
Principal Real Estate Securities Fund	Other securities	—	—	$89K	0.5%
Federated Institutional High Yield Bond Fund	Other securities	—	—	$87K	0.5%
Great-West T. Rowe Price Mid Cap Growth Fund	Other securities	—	—	$51K	0.3%
Delaware Group Delaware Value Fund	Common Stocks	—	—	$46K	0.3%
First Eagle Global Fund	Other securities	—	—	$43K	0.3%
Putnam Dynamic Asset Allocation Growth Fund	Mutual Funds	—	—	$41K	0.2%
Gabelli Gold Fund Class AAA	Other securities	—	—	$17K	0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$11K	<0.1%