David Adams signed J.L. Clark, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.L. Clark, LLC's EIN is 36-3582485.
Download the official 2024 Form 5500 (PDF) for J.L. Clark, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.L. Clark, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $2.6M | 8.9% | |
| Vanguard Institutional Target Retirement 2035 Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $1.6M | 5.4% | |
| Vanguard Institutional Target Retirement 2055 Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $959K | 3.2% | |
| Notes receivable from participants Annual interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $841K | 2.8% | |
| Vanguard Institutional Target Retirement 2060 Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $485K | 1.6% | |
| American Funds - EuroPacific Growth R6 Fund Registered investment company | Mutual Funds | — | — | $420K | 1.4% | |
| Vanguard Institutional Target Retirement 2065 Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $162K | 0.5% | |
| Vanguard Institutional Target Retirement Income Trust Common/Collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2K | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
