Michael Kolar signed Clark Nexsen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Nexsen, Inc.'s EIN is 54-0613222.
Download the official 2024 Form 5500 (PDF) for Clark Nexsen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Nexsen, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKBOX SAGEVIEW ADVISOR | 33-0818667 | — | INVESTMENT ADVISORY | $44K | — |
| CHERRY BEKAERT |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Growth FD of Amer | Mutual Funds | — | — | $16.5M | 19.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $11.3M | 13.4% | |
| Baird Funds Baird Core Bond Fund | Other securities | — | — | $7.4M | 8.8% | |
| American Funds American EuroPacific Growth | Mutual Funds | — | — | $6.6M | 7.9% | |
| Vanguard Equity Income | Mutual Funds | — | — | $5.9M | 7.0% | |
| GOLDMAN SACHS SV CTF-I SRS S THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.9M | 5.9% | |
| Vanguard INTM-Term Treas | Mutual Funds | — | — | $4.3M | 5.2% | |
| American Funds American Global Balanced Fund | Mutual Funds | — | — | $4.3M | 5.1% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.7% | |
| Victory Sycamore Victory Sycamore Est Value | Other securities | — | — | $2.5M | 2.9% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.4% | |
| Goldman, Sachs & Co Goldman Sachs Small Cap Value | Common Stocks | — | — | $2.0M | 2.4% | |
| Baron Funds Baron Small Cap Fund | Other securities | — | — | $2.0M | 2.3% | |
| Artisan Funds Artisan Intl Value Fund | Other securities | — | — | $1.8M | 2.2% | |
| American Funds American Cap World Bond | Mutual Funds | — | — | $1.8M | 2.1% | |
| Cohen & Steers, Inc. Cohen & Steers Realty Shares Fund | Common Stocks | — | — | $1.7M | 2.0% | |
| maturing through 2040 | Other securities | — | — | $671K | 0.8% | |
| Fixed Income Guaranteed Option * Principal fixed Income Guaranteed Option | Other securities | — | — | $267K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 56-0574444 |
| — |
| INVESTMENT ADVISORY |
| $17K |
| — |
