Cathy Moore signed Clark Material Handling Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Material Handling Company's EIN is 54-2091806.
Download the official 2024 Form 5500 (PDF) for Clark Material Handling Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Material Handling Company'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Interest Account | Other securities | — | — | $4.3M | 19.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 11.1% | |
| State Street Target Retirement 2030 Fund | Other securities | — | — | $2.3M | 10.3% | |
| MFS International Growth Fund | Mutual Funds | — | — | $1.5M | 6.7% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $1.4M | 6.1% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $1.3M | 6.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 4.6% | |
| Empower Core Bond Fund | Other securities | — | — | $931K | 4.2% | |
| State Street Target Retirement 2040 Fund | Other securities | — | — | $793K | 3.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $779K | 3.5% | |
| State Street Target Retirement 2020 Fund | Other securities | — | — | $748K | 3.4% | |
| State Street Target Retirement 2025 Fund | Other securities | — | — | $553K | 2.5% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $434K | 2.0% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $403K | 1.8% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $397K | 1.8% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $391K | 1.8% | |
| Calvert Equity Fund | Other securities | — | — | $324K | 1.5% | |
| State Street Target Retirement 2045 Fund | Other securities | — | — | $303K | 1.4% | |
| Vanguard Social Index Fund | Common Collective Trusts | — | — | $281K | 1.3% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $254K | 1.1% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 5.25% to 10.50% | Bonds / Notes | — | — | $254K | 1.1% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $241K | 1.1% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $229K | 1.0% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $216K | 1.0% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $163K | 0.7% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $126K | 0.6% | |
| Vanguard Inflation-protected Securities Fund | Mutual Funds | — | — | $121K | 0.5% | |
| State Street Target Retirement Fund | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
