Melanie Stover signed Clark & Enersen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark & Enersen, Inc.'s EIN is 47-0468669.
Download the official 2024 Form 5500 (PDF) for Clark & Enersen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark & Enersen, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.0M | 11.1% | |
| Prin LifeTime Hyb Inc CIT Z25 | Common Collective Trusts | — | — | $4.0M | 11.1% | |
| Prin Equity Income SA-I3 | Common Stocks | — | — | $2.6M | 7.3% | |
| PRIN SAM CONS GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $2.4M | 6.7% | |
| Principal SmallCap Sep Acct-I2 | Pooled Separate Accounts | — | — | $2.4M | 6.7% | |
| PGIM Total Ret Bond A Fd | U.S. Treasuries | — | — | $2.0M | 5.6% | |
| PRIN SAM STRAT GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $2.0M | 5.6% | |
| PRIN SAM BALANCED SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $1.9M | 5.2% | |
| Participant Loans | Participant loans | — | — | $1.6M | 4.6% | |
| Prin LgCap S&P 500 Index SA-I3 | Common Collective Trusts | — | — | $1.6M | 4.4% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.6M | 4.3% | |
| Prin Glbl Em Mkt Sep Acct-I3 | Pooled Separate Accounts | — | — | $1.5M | 4.0% | |
| PRIN LIFETIME HYB 2070 CIT Z25 | Common Collective Trusts | — | — | $1.3M | 3.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.3M | 3.7% | |
| Victory Sycamore Est Val A Fd | Other securities | — | — | $1.3M | 3.5% | |
| Prin Fin Grp, Inc. Stock SA-R6 | Common Stocks | — | — | $1.2M | 3.3% | |
| MORLEY STABLE VALUE I FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| PRIN LIFETIME HYB 2060 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| Prin MidCap Value I SA-I3 | Common Stocks | — | — | $1.2M | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| Prin SAM Strat Growth SA-I3 | Common Stocks | — | — | $1.1M | 3.2% | |
| PRIN MIDCAP VALUE I SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.0M | 2.9% | |
| Morley Stable Value I Fund | Stable Value | — | — | $932K | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $820K | 2.3% | |
| PRIN LIFETIME HYB 2035 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $761K | 2.1% | |
| Amer Funds US Govt Sec R4 Fd | Other securities | — | — | $744K | 2.1% | |
| PRIN LIFETIME HYB 2050 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $681K | 1.9% | |
| PRIN INTL SMALLCAP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $653K | 1.8% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $633K | 1.7% | |
| Guaranteed Interest | Other securities | — | — | $504K | 1.4% | |
| PRIN LIFETIME HYB 2055 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $477K | 1.3% | |
| PRIN GLBL EM MKT SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $402K | 1.1% | |
| Pioneer Y Fund | Other securities | — | — | $402K | 1.1% | |
| PRIN SAM FLEXIBLE INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $396K | 1.1% | |
| Prin SAM Flexible Income SA-I3 | Common Stocks | — | — | $319K | 0.9% | |
| PRIN LIFETIME HYB 2070 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $319K | 0.9% | |
| Buffalo Small Cap Growth Fund | Other securities | — | — | $317K | 0.9% | |
| MFS Growth R4 Fund | Mutual Funds | — | — | $312K | 0.9% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $312K | 0.9% | |
| PRIN LIFETIME HYB 2065 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $305K | 0.8% | |
| Prin LifeTime Hyb 2065 CIT Z25 | Common Collective Trusts | — | — | $274K | 0.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $274K | 0.8% | |
| PRIN LIFETIME HYB INC CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $254K | 0.7% | |
| Prin Div Intl SA-I5 | Common Stocks | — | — | $254K | 0.7% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $234K | 0.6% | |
| PRIN LIFETIME HYB 2045 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $213K | 0.6% | |
| Prin MidCap S&P 400 Idx SA-I3 | Common Collective Trusts | — | — | $200K | 0.6% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $200K | 0.6% | |
| PRIN LIFETIME HYB 2030 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $164K | 0.5% |
