Daniel Herzog signed Clearfield, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearfield, Inc.'s EIN is 41-1347235.
Download the official 2024 Form 5500 (PDF) for Clearfield, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearfield, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $7.5M | 17.0% | |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $7.0M | 15.8% | |
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $4.1M | 9.3% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $3.3M | 7.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 6.1% | |
| Vanguard 500 Index Admiral Mutual fund N/A | Common Collective Trusts | — | — | $2.5M | 5.7% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.2M | 5.0% | |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.0M | 4.5% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $976K | 2.2% | |
| Eaton Vance Atlanta Capital Smid-Cap R6 Mutual fund N/A | Other securities | — | — | $896K | 2.0% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $852K | 1.9% | |
| MFS Massachusetts Investors Gr STK R6 Mutual fund N/A | Mutual Funds | — | — | $785K | 1.8% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $748K | 1.7% | |
| Vanguard Small Cap Index Adm Mutual fund N/A | Mutual Funds | — | — | $697K | 1.6% | |
| Victory Sycamore Established Value R6 Mutual fund N/A | Other securities | — | — | $666K | 1.5% | |
| Notes Receivable from Participants Maturing 2025 - 2032, at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $553K | 1.2% | |
| American Funds American Balanced R6 Mutual fund N/A | Mutual Funds | — | — | $508K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund N/A | Common Collective Trusts | — | — | $456K | 1.0% | |
| Alger Capital Appreciation INSTL Y Mutual fund N/A | Other securities | — | — | $455K | 1.0% | |
| PGIM TOTAL RETURN FUND CIT FEE CLAS GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $427K | 1.0% | |
| JPMorgan Equity Income R6 Mutual fund N/A | Other securities | — | — | $234K | 0.5% | |
| Columbia Small Cap Value Fund II INSTL 3 Mutual fund N/A | Other securities | — | — | $214K | 0.5% | |
| JPMorgan Emerging Markets Equity R6 Mutual fund N/A | Other securities | — | — | $169K | 0.4% | |
| AB Small Cap Growth Z Mutual fund N/A | Other securities | — | — | $126K | 0.3% | |
| Hartford Balanced Income R6 Mutual fund N/A | Other securities | — | — | $122K | 0.3% | |
| Clearbridge International Growth IS Mutual fund N/A | Other securities | — | — | $116K | 0.3% | |
| PGIM Global Real Estate R6 Mutual fund N/A | Other securities | — | — | $63K | 0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $43K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARFIELD INC | — | MINNEAPOLIS, MN | OTHER | $1K | — |
