Original filing (PDF)20251014084120NAL0002421841001

CORDOGAN CLARK & ASSOCIATES, INC.

Name: CORDOGAN CLARK & ASSOCIATES, INC. — CORDOGAN CLARK & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CORDOGAN CLARK & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

CORDOGAN CLARK & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

140

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORDOGAN CLARK & ASSOCIATES, INC..

Plan sponsor

Name

CORDOGAN CLARK & ASSOCIATES, INC.

EIN

36-3103952

Address

960 RIDGEWAY AVENUE · AURORA, IL · 60506

Phone

(630) 896-4678

Industry

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HIGHTOWER ADVISORS	36-4500709	—	NONE	$52K	—
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$13K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$0	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$0	—