Sarah Mulvihill signed Clark, Schaefer, Hackett & Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark, Schaefer, Hackett & Co.'s EIN is 31-0800053.
Download the official 2024 Form 5500 (PDF) for Clark, Schaefer, Hackett & Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark, Schaefer, Hackett & Co.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $84K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $46K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $17.8M | 13.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $10.5M | 7.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $8.9M | 6.5% | |
| Fidelity International Index | Mutual Funds | — | — | $8.4M | 6.1% | |
| Vanguard Equity - Income Adm | Mutual Funds | — | — | $7.2M | 5.3% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $6.5M | 4.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6.3M | 4.6% | |
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.2M | 4.5% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account - Series Class IV | Common Stocks | — | — | $6.1M | 4.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5.8M | 4.3% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $5.4M | 3.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $4.9M | 3.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.8M | 3.5% | |
| Principal Midcap | Other securities | — | — | $4.2M | 3.1% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $4.2M | 3.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.9M | 2.9% | |
| FullerThaler Behavioral Small Cap | Other securities | — | — | $3.9M | 2.8% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $3.4M | 2.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $2.9M | 2.1% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.7M | 2.0% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $2.1M | 1.5% | |
| Fidelity Advisor Intl Sm Cap Opps | Mutual Funds | — | — | $2.1M | 1.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $869K | 0.6% | |
| Participant Loans * Participants Rates from 5.25% to 10.50% | Bonds / Notes | — | — | $694K | 0.5% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $561K | 0.4% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $553K | 0.4% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $279K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $224K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $105K | <0.1% | |
| INDEXSELECT CONS 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
