Original filing (PDF)20250925073314NAL0003395011001

CLARK-RELIANCE LLC

Name: CLARK-RELIANCE LLC — CLARK-RELIANCE LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLARK-RELIANCE LLC

Form 5500

FILING_RECEIVED

CLARK-RELIANCE LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

276

Accounts w/ balance

339

Plan assets (EOY)

$32.9M

Net assets (EOY)

$32.9M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK-RELIANCE LLC.

Plan sponsor

Name

CLARK-RELIANCE LLC

EIN

34-0923142

Address

16633 FOLTZ PARKWAY · STRONGSVILLE, OH · 44149

Phone

(440) 572-1500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	ADVISOR	$30K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

1 direct security · 1 pooled fund· $3.0M(9% 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

$1.5M

1 holding

Common Collective Trust

$1.5M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST	—	—	$1.7M	$1.5M	4.6%
	GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025

Related plans

Other plans using SAGEVIEW ADVISORY GROUP LLC

GENERAL ATOMICS

GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN

$2.8B · 12,686 participants

NORTHEASTERN UNIVERSITY

NORTHEASTERN UNIVERSITY RETIREMENT PLAN

$2.6B · 9,197 participants

WESTERN DIGITAL CORPORATION

WESTERN DIGITAL CORPORATION 401(K) PLAN

$2.5B · 6,598 participants

TESLA, INC.

TESLA, INC. 401(K) PLAN

$2.5B · 72,376 participants

STANTEC CONSULTING SERVICES INC.

STANTEC 401(K) PLAN

$2.3B · 12,098 participants