Steve White signed Clark Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Construction Company, Inc.'s EIN is 38-1272312.
Download the official 2024 Form 5500 (PDF) for Clark Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Construction Company, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2040, 250,124 shares | Mutual Funds | — | $250K | $6.2M | 16.2% | |
| Fidelity Freedom Index 2035, 200,589 shares | Mutual Funds | — | $201K | $4.7M | 12.3% | |
| Fidelity Freedom Index 2030, 226,922 shares | Mutual Funds | — | $227K | $4.6M | 12.0% | |
| Vanguard Total Stock Market Index Fund, 23,569 shares | Common Collective Trusts | — | $24K | $3.3M | 8.7% | |
| Fidelity Freedom Index 2025, 137,767 shares | Mutual Funds | — | $138K | $2.6M | 6.7% | |
| MFS Growth Fund R6, 11,192 shares | Mutual Funds | — | $11K | $2.3M | 6.0% | |
| Fidelity Fideltiy Freedom Index Income Fund - Institutional Premium Class, 193,425 shares | Mutual Funds | — | $193K | $2.3M | 5.9% | |
| Vanguard Vangaurd Total International Stock Index Fund, 49,582 shares | Common Collective Trusts | — | $50K | $1.6M | 4.1% | |
| Fidelity Freedom Index 2055, 73,388 shares | Mutual Funds | — | $73K | $1.6M | 4.1% | |
| Fidelity Freedom Index 2050, 54,216 shares | Mutual Funds | — | $54K | $1.4M | 3.7% | |
| Fidelity Freedom Index 2045, 46,710 shares | Mutual Funds | — | $47K | $1.2M | 3.2% | |
| Vanguard Fidelity Freedom Index 2055, 119,895 shares | Mutual Funds | — | $120K | $1.1M | 3.0% | |
| Allspring Special Mid Cap Value R6, 20,443 shares | Other securities | — | $20K | $977K | 2.6% | |
| MFS Mid Cap Growth Fund R6, 30,714 shares | Mutual Funds | — | $31K | $965K | 2.5% | |
| Fidelity Freedom Index 2060, 43,585 shares | Mutual Funds | — | $44K | $789K | 2.1% | |
| Fidelity Freedom Index 2020, 43,801 shares | Mutual Funds | — | $44K | $691K | 1.8% | |
| Fidelity Extended Market, 3,587 shares | Mutual Funds | — | $4K | $326K | 0.9% | |
| Fidelity Freedom Index 2065, 21,991 shares | Mutual Funds | — | $22K | $322K | 0.8% | |
| Money market fund Gabelli U.S. Treasury Money Market Fund, 297,027 shares | Cash / Money Market | — | $297K | $297K | 0.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $286K | 0.7% | |
| Allspring Small Company Growth R6, 6,435 shares | Common Stocks | — | $6K | $225K | 0.6% | |
| Invesco Diversified Dividend R6, 9,032 shares | Mutual Funds | — | $9K | $161K | 0.4% | |
| Allspring Special Small Cap Value R6, 3,042 shares | Other securities | — | $3K | $122K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund, 3,202 shares | Mutual Funds | — | $3K | $72K | 0.2% | |
| DFA U.S. Small Cap Portfolio Institution Fund, 1,424 shares | Mutual Funds | — | $1K | $70K | 0.2% | |
| Glenmede Glendmede Quant Us Large Cap Core Eqinstl, 2,215 shares | Other securities | — | $2K | $45K | 0.1% | |
| Fidelity Freedom Index 2015, 2,915 shares | Mutual Funds | — | $3K | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
