Original filing (PDF)20250925060802NAL0008860848001

Clack Corporation

Name: Clack Corporation — Clack Corporation Profit Sharing, Form 5500 (2024)
Creator: Clack Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clack Corporation Profit Sharing 401(k) Plan

401(k) retirement plan · Clack Corporation's Clack Corporation Profit Sharing 401(k) Plan held $85.3M in plan assets for 417 participants in 2024, with OneAmerica as recordkeeper.

Active participants

417

Accounts w/ balance

510

Plan assets (EOY)

$85.3M

Net assets (EOY)

$85.3M

How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLACK CORPORATION.

Plan sponsor

Name

CLACK CORPORATION

EIN

39-0916000all filings

Address

4462 DURAFORM LANE · WINDSOR, WI · 535989716

Phone

(608) 846-3010

Industry

Manufacturing

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

2025-09-25

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES LLC	46-5378846	—	NONE	$78K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIVATE ADVISOR GROUP	—	MORRISTOWN, NJ	NONE	$54K	—

Other service providers

Investments

36 direct securities · 1 pooled fund· $95.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$63.7M

26 holdings

Common Collective Trusts

$13.9M

2 holdings

Common Collective Trust

$10.4M

1 holding

Other securities

$6.3M

4 holdings

Participant loans

$567K

1 holding

Bonds / Notes

$567K

1 holding

Common Stocks

$19K

2 holdings

					% of plan
Reliance New York Life Anchor Account Series 0 Collective Trust	Common Collective Trusts	—	$16K	$10.4M	12.2%
RELIANCE TRUST CO STABLE VALUE EB RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 001	Common Collective Trust	—	—	$10.4M	12.2%
Vanguard Institutional Index I Mutual Fund	Mutual Funds	—	$15K	$7.4M	8.7%
Vanguard Total Bond Market Index I Mutual Fund	Mutual Funds	—	$668K	$6.3M	7.4%
Dodge & Cox Stock Cl I Mutual Fund	Mutual Funds	—	$20K	$5.2M	6.1%
Dodge & Cox Income Cl I Mutual Fund	Mutual Funds	—	$359K	$4.4M	5.2%
Fidelity International Index Instl Prm Mutual Fund	Mutual Funds	—	$85K	$4.0M	4.7%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	$103K	$3.9M	4.6%
Fidelity Large Cap Growth Idx Instl Prm Mutual Fund	Common Collective Trusts	—	$90K	$3.5M	4.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	$101K	$3.5M	4.1%
PIMCO Diversified Inc Instl Mutual Fund	Mutual Funds	—	$355K	$3.4M	4.0%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	$69K	$3.4M	4.0%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	$72K	$3.1M	3.6%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	$9K	$2.9M	3.4%
Carillon Eagle Mid Cap Growth I Mutual Fund	Other securities	—	$33K	$2.5M	2.9%
Putnam International Value R6 Mutual Fund	Mutual Funds	—	$151K	$2.0M	2.3%
American Funds New World R6 Mutual Fund	Mutual Funds	—	$25K	$1.9M	2.2%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	$33K	$1.8M	2.1%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	$17K	$1.7M	2.0%
Small Cap World Fund Class R-6 Mutual Fund	Other securities	—	$22K	$1.6M	1.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	$61K	$1.5M	1.7%
Victory Sycamore Established Value Fund R Mutual Fund	Other securities	—	$32K	$1.4M	1.7%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	$53K	$1.4M	1.6%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	$44K	$1.3M	1.5%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	$12K	$1.0M	1.2%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	$18K	$913K	1.1%
Virtus Duff & Phelps Glb Rl Estt Secs I Mutual Fund	Other securities	—	$25K	$829K	1.0%
Fidelity Small Cap Index Instl Prem Mutual Fund	Mutual Funds	—	$28K	$779K	0.9%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	$7K	$767K	0.9%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	$41K	$759K	0.9%
VALUE Participant Loans *Master Participant Loan Master Participant Loan	Participant loans	—	$567K	$567K	0.7%
Notes Receivable from Participants Various maturity dates through September 2029; interest rates from 3.25% to 10.50%	Bonds / Notes	—	—	$567K	0.7%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	$14K	$190K	0.2%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	$3K	$115K	0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund 659	Mutual Funds	—	—	$18K	<0.1%
Union Central Life Ins Co Pol #4199419 Life Insurance 1 share	Common Stocks	—	—	$13K	<0.1%
Union Central Life Ins Co Pol #4199441 Life Insurance 1 share	Common Stocks	—	—	$7K	<0.1%