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Original filing (PDF)20250828102638NAL0010265601001
J.L. CLARK, LLC
Form 5500
FILING_RECEIVED
J.L. CLARK EMPLOYEES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
304
Accounts w/ balance
371
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.L. CLARK, LLC.
Plan sponsor
Name
J.L. CLARK, LLC
EIN
36-3582485
Address
923 23RD AVENUE · ROCKFORD, IL · 61104
Phone
(815) 962-8861
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
Investments
20 direct securities · 13 pooled funds· $52.4M(100% 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
$29.8M
20 holdings
Common Collective Trust
$22.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Trust Common/Collective trust | — | — | — | $4.2M | 14.2% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.2M | 14.2% | |
| Vanguard Institutional Target Retirement 2025 Trust Common/Collective trust | — | — | — | $3.7M | 12.5% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.7M | 12.5% | |
| Vanguard Institutional Target Retirement 2045 Trust Common/Collective trust | — | — | — | $3.3M | 11.1% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.1% | |
| Vanguard Institutional Index Plus Fund Registered investment company | — | — | — | $2.6M | 8.9% | |
| Vanguard Institutional Target Retirement 2035 Trust Common/Collective trust | — | — | — | $2.6M | 8.9% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.9% | |
| Vanguard Institutional Target Retirement 2040 Trust Common/Collective trust | — | — | — | $2.6M | 8.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.6% | |
| Vanguard Institutional Target Retirement 2020 Trust Common/Collective trust | — | — | — | $2.2M | 7.6% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.6% | |
| Vanguard Institutional Target Retirement 2050 Trust Common/Collective trust | — | — | — | $1.7M | 5.6% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Vanguard Federal Money Market Fund Registered investment company | — | — | — | $1.6M | 5.4% | |
| Vanguard Institutional Target Retirement 2055 Trust Common/Collective trust | — | — | — | $1.2M | 4.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| Vanguard Extended Market Index Fund Registered investment company | — | — | — | $959K | 3.2% | |
| Notes receivable from participants Annual interest rates from 4.25% to 9.50% | — | — | — | $841K | 2.8% | |
| Vanguard Institutional Target Retirement 2060 Trust Common/Collective trust | — | — | — | $746K | 2.5% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $746K | 2.5% | |
| Vanguard Total Bond Market Index Fund Registered investment company | — | — | — | $485K | 1.6% | |
| American Funds - EuroPacific Growth R6 Fund Registered investment company | — | — | — | $420K | 1.4% | |
| Vanguard Institutional Target Retirement 2065 Trust Common/Collective trust | — | — | — | $220K | 0.7% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $220K | 0.7% | |
| Vanguard Total International Stock Index Admiral Fund Registered investment company | — | — | — | $162K | 0.5% | |
| Vanguard Institutional Target Retirement Income Trust Common/Collective trust | — | — | — | $114K | 0.4% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $114K | 0.4% | |
| Vanguard Institutional Target Income and GR Trust Common/Collective trust | — | — | — | $9K | <0.1% | |
| VGRD TGT RT INC AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Trust Common/Collective trust | — | — | — | $2K | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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