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Original filing (PDF)20251013104212NAL0001127009001
CLUTCH
Form 5500
FILING_RECEIVED
CLUTCH 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
110
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLUTCH.
Plan sponsor
Name
CLUTCH
EIN
37-1954157
Address
3249 QUALITY DRIVE · RANCHO CARDOVA, CA · 95670
Phone
(916) 245-2479
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $9K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $3K | — |
Investments
13 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $819K | 24.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $803K | 24.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $641K | 19.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $424K | 12.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $305K | 9.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $136K | 4.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $95K | 2.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $64K | 1.9% | |
| Participant Loans/Notes receivable from * participants Interest rate at 9.50% | — | — | — | $24K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $14K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund 810 * Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $13K | 0.4% | |
| Empower Investments Fixed Account Fixed Annuity | — | — | — | $6K | 0.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $1K | <0.1% |