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Original filing (PDF)20251009101422NAL0006424993001
CLARK CONSTRUCTION GROUP LLC
Form 5500
FILING_RECEIVED
CLARK GROUP FIELD RETIREMENT PLAN
401(k) retirement plan
Signals · 2
68% in single holdingNo recordkeeper disclosed
Active participants
871
Accounts w/ balance
1,375
Plan assets (EOY)
$60.5M
Net assets (EOY)
$60.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "ClarkCompany Contribution Other Investment" is 68% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK CONSTRUCTION GROUP LLC.
Plan sponsor
Name
CLARK CONSTRUCTION GROUP LLC
EIN
56-2447399
Address
7500 OLD GEORGETOWN ROAD, SUITE 200 · BETHESDA, MD · 20814
Phone
(301) 272-8100
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $88K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $11K | — |
Investments
1 direct security · 19 pooled funds· $89.4M(100% of reported assets)
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.
Uncategorized
$36.2M
1 holding
Master Trust
$36.2M
1 holding
Common Collective Trust
$16.9M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ClarkCompany Contribution Other Investment | — | — | — | $36.2M | 59.8% | |
| CLARK COMPANY CONTRIBUTION FUND CLARK CONSTRUCTION GROUP · EIN 56-2447399 / PN 005 | Master Trust | — | — | $36.2M | 59.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $3.2M | 5.2% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.5% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $2.8M | $2.5M | 4.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.2% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $812K | $864K | 1.4% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $729K | 1.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $695K | 1.1% | |
| PUTNAM STABLE VALUE FUND; CLASS 15 PUTNAM FIDUCIARY TRUST FUND · EIN 04-3159710 / PN 002 | Common Collective Trust | — | — | $647K | 1.1% | |
| MFS GROWTH EQUITY FUND CLASS S GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $451K | 0.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $415K | 0.7% | |
| WTC-CIF II INTERN OPPORTUNITIES S2 WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 198 | Common Collective Trust | — | — | $357K | 0.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $279K | 0.5% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $138K | 0.2% | |
| MFS MID CAP VALUE FUND; CLASS 2W GREAT GRAY TRUST COMPANY · EIN 38-4129822 / PN 616 | Common Collective Trust | — | — | $103K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST; IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $72K | 0.1% | |
| IVY MID CAP GROWTH CIT; CLASS C IVY INVESTMENTS COLLECTIVE INVESTMENT TRUST · EIN 45-3036428 / PN 004 | Common Collective Trust | — | — | $28K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
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