Back to filter
Original filing (PDF)20250925060802NAL0008860848001
CLACK CORPORATION
Form 5500
FILING_RECEIVED
CLACK CORPORATION PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
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
37 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLACK CORPORATION.
Plan sponsor
Name
CLACK CORPORATION
EIN
39-0916000
Address
4462 DURAFORM LANE · WINDSOR, WI · 535989716
Phone
(608) 846-3010
Industry
Manufacturingsee 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
2025-09-25
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $78K | — |
| PRIVATE ADVISOR GROUP | — | MORRISTOWN, NJ | NONE | $54K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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.
Uncategorized
$85.1M
36 holdings
Common Collective Trust
$10.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance New York Life Anchor Account Series 0 Collective Trust | — | — | $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 | — | — | $15K | $7.4M | 8.7% | |
| Vanguard Total Bond Market Index I Mutual Fund | — | — | $668K | $6.3M | 7.4% | |
| Dodge & Cox Stock Cl I Mutual Fund | — | — | $20K | $5.2M | 6.1% | |
| Dodge & Cox Income Cl I Mutual Fund | — | — | $359K | $4.4M | 5.2% | |
| Fidelity International Index Instl Prm Mutual Fund | — | — | $85K | $4.0M | 4.7% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | $103K | $3.9M | 4.6% | |
| Fidelity Large Cap Growth Idx Instl Prm Mutual Fund | — | — | $90K | $3.5M | 4.1% | |
| American Funds American Balanced R6 Mutual Fund | — | — | $101K | $3.5M | 4.1% | |
| PIMCO Diversified Inc Instl Mutual Fund | — | — | $355K | $3.4M | 4.0% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | $69K | $3.4M | 4.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | $72K | $3.1M | 3.6% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | $9K | $2.9M | 3.4% | |
| Carillon Eagle Mid Cap Growth I Mutual Fund | — | — | $33K | $2.5M | 2.9% | |
| Putnam International Value R6 Mutual Fund | — | — | $151K | $2.0M | 2.3% | |
| American Funds New World R6 Mutual Fund | — | — | $25K | $1.9M | 2.2% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | $33K | $1.8M | 2.1% | |
| Vanguard International Growth Adm Mutual Fund | — | — | $17K | $1.7M | 2.0% | |
| Small Cap World Fund Class R-6 Mutual Fund | — | — | $22K | $1.6M | 1.8% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | $61K | $1.5M | 1.7% | |
| Victory Sycamore Established Value Fund R Mutual Fund | — | — | $32K | $1.4M | 1.7% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | $53K | $1.4M | 1.6% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | $44K | $1.3M | 1.5% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | $12K | $1.0M | 1.2% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | $18K | $913K | 1.1% | |
| Virtus Duff & Phelps Glb Rl Estt Secs I Mutual Fund | — | — | $25K | $829K | 1.0% | |
| Fidelity Small Cap Index Instl Prem Mutual Fund | — | — | $28K | $779K | 0.9% | |
| Vanguard Explorer Adm Mutual Fund | — | — | $7K | $767K | 0.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | $41K | $759K | 0.9% | |
| VALUE Participant Loans *Master Participant Loan Master Participant Loan | — | — | $567K | $567K | 0.7% | |
| Notes Receivable from Participants Various maturity dates through September 2029; interest rates from 3.25% to 10.50% | — | — | — | $567K | 0.7% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | $14K | $190K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | $3K | $115K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund 659 | — | — | — | $18K | <0.1% | |
| Union Central Life Ins Co Pol #4199419 Life Insurance 1 share | — | — | — | $13K | <0.1% | |
| Union Central Life Ins Co Pol #4199441 Life Insurance 1 share | — | — | — | $7K | <0.1% |