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Original filing (PDF)20250303121254NAL0003321987001
CLARK'S TERMITE & PEST CONTROL, INC.
Form 5500
FILING_RECEIVED
CLARK'S TERMITE & PEST CONTROL 401(K) PLAN
401(k) retirement plan
Signals · 4
Late filing · 27.6 mo26% in single holding~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
74
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
76
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Filed 27.6 months past the 10.5-month grace window.
- Top holding "BlackRock LPIDX 2025 Pooled Separate Account" is 26% of plan.
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK'S TERMITE & PEST CONTROL, INC..
Plan sponsor
Name
CLARK'S TERMITE & PEST CONTROL, INC.
EIN
57-0443700
Address
C/O ANTICIMEX · 106 ALLEN ROAD, SUITE 320 · BASKING RIDGE, NJ · 07920
Phone
(803) 781-4991
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-03-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $9K | — |
| MERRILL LYNCH, PIERCE, FENNER & SMI | — | CHARLOTTE, NC | SERVICE PROVIDER | $8K | — |
Investments
26 direct securities · 1 pooled fund· $3.7M(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
$1.9M
26 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $1.9M | 98.6% | |
| BlackRock LPIDX 2025 Pooled Separate Account | — | — | — | $490K | 26.1% | |
| BlackRock LPIDX 2045 Pooled Separate Account | — | — | — | $223K | 11.9% | |
| BlackRock LPIDX 2035 Pooled Separate Account | — | — | — | $139K | 7.4% | |
| SS Rsl LrgCp Grw NL Pooled Separate Account | — | — | — | $105K | 5.6% | |
| BlackRock LPIDX 2050 Pooled Separate Account | — | — | — | $104K | 5.6% | |
| BlackRock LPIDX 2040 Pooled Separate Account | — | — | — | $99K | 5.3% | |
| BlackRock LPIDX 2055 Pooled Separate Account | — | — | — | $91K | 4.9% | |
| AmerFunds EuroPac Growth Pooled Separate Account | — | — | — | $84K | 4.5% | |
| SS Rsl SmCp Val NL Pooled Separate Account | — | — | — | $73K | 3.9% | |
| SS SP MdCp Idx Pooled Separate Account | — | — | — | $60K | 3.2% | |
| SS Rsl SmCp Grw NL Pooled Separate Account | — | — | — | $49K | 2.6% | |
| Vanguard 500 Index Pooled Separate Account | — | — | — | $45K | 2.4% | |
| VG Emgng Mkt Stk Admrl Pooled Separate Account | — | — | — | $43K | 2.3% | |
| BlackRock LPIDX 2060 Pooled Separate Account | — | — | — | $40K | 2.1% | |
| BlackRock LPIDX Pooled Separate Account | — | — | — | $37K | 2.0% | |
| BlackRock LPIDX 2030 Pooled Separate Account | — | — | — | $36K | 1.9% | |
| VG LifeStrat Mod Grw Pooled Separate Account | — | — | — | $35K | 1.8% | |
| SS Rsl LrgCp Val NL Pooled Separate Account | — | — | — | $32K | 1.7% | |
| Guaranteed Stable Val Insurance Co. General Account | — | — | — | $27K | 1.4% | |
| Lord Abbett Total Return Pooled Separate Account | — | — | — | $17K | 0.9% | |
| VG REI Fund Admiral Shrs Pooled Separate Account | — | — | — | $15K | 0.8% | |
| VG Dev Markets Idx Admrl Pooled Separate Account | — | — | — | $11K | 0.6% | |
| VG LifeStrat Grw Pooled Separate Account | — | — | — | $10K | 0.5% | |
| VG Inflation Protected Sec Pooled Separate Account | — | — | — | $8K | 0.4% | |
| VG Total Bond Mkt Idx Pooled Separate Account | — | — | — | $3K | 0.2% | |
| VG LifeStrat Cons Grw Pooled Separate Account | — | — | — | $2K | 0.1% |
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