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Original filing (PDF)20251014204804NAL0007443442001
CLARK, SCHAEFER, HACKETT & CO.
Form 5500
FILING_RECEIVED
CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)
401(k) retirement plan
Active participants
540
Accounts w/ balance
688
Plan assets (EOY)
$136.4M
Net assets (EOY)
$136.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK, SCHAEFER, HACKETT & CO..
Plan sponsor
Name
CLARK, SCHAEFER, HACKETT & CO.
EIN
31-0800053
Address
10100 INNOVATION DRIVE SUITE 400 · DAYTON, OH · 45342
Phone
(513) 424-5000
Industry
CPA Offices· 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
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $84K | — |
Investments
15 direct securities · 20 pooled funds· $132.8M(97% 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.
Uncategorized
$94.9M
15 holdings
Common Collective Trust
$31.8M
18 holdings
Pooled Separate Account
$6.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $17.8M | 13.0% | |
| Fidelity US Bond Index | — | — | — | $10.5M | 7.7% | |
| Fidelity Mid Cap Index | — | — | — | $8.9M | 6.5% | |
| Fidelity International Index | — | — | — | $8.4M | 6.1% | |
| Vanguard Equity - Income Adm | — | — | — | $7.2M | 5.3% | |
| Fidelity Large Cap Growth Index | — | — | — | $6.5M | 4.8% | |
| Fidelity Small Cap Index | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.4M | 3.9% | |
| PIMCO Income Instl | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.1M | 1.5% | |
| Fidelity Advisor Intl Sm Cap Opps | — | — | — | $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% | — | — | — | $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% |
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