Richard Thomson signed Clark & Washington, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark & Washington, PC's EIN is 58-1638667.
Download the official 2024 Form 5500 (PDF) for Clark & Washington, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark & Washington, PC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $8K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $2K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | RECORD KEEPER | $237 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century One Choice 2040 Portfolio Class R6 Mutual Fund | Other securities | — | — | $733K | 24.7% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $269K | 9.1% | |
| American Century One Choice 2035 Portfolio Class R6 Mutual Fund | Other securities | — | — | $224K | 7.6% | |
| AMCENT ONECHOICE2025 R6 MUTUAL FUNDS | Other securities | — | — | $184K | 6.2% | |
| American Century One Choice 2030 Portfolio Class R6 Mutual Fund | Other securities | — | — | $170K | 5.7% | |
| American Century Income Retirement Fund Class R6 Mutual Fund | Other securities | — | — | $167K | 5.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $157K | 5.3% | |
| Vanguard Energy Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $115K | 3.9% | |
| Nationwide Fixed Select Option Guaranteed Investment Contract 918 * Participant Loans Interest at 5.25% to 10.50%, maturity dates through 2029 | Stable Value | — | — | $104K | 3.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 9.75% - 10.50% | Bonds / Notes | — | — | $102K | 3.4% | |
| American Century One Choice 2045 Portfolio Class R6 Mutual Fund | Other securities | — | — | $101K | 3.4% | |
| Invesco Equity Income Fund Class R5 Mutual Fund 354 Invesco Growth and Income Fund Class R5 Mutual Fund 358 Janus Henderson Global Life Sciences Fund Class N Mutual Fund | Mutual Funds | — | — | $93K | 3.2% | |
| American Funds American Balanced Fund Class R6 Mutual Fund | Mutual Funds | — | — | $89K | 3.0% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $74K | 2.5% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund 587 Vanguard Global Minimum Volatility Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $70K | 2.4% | |
| American Century One Choice 2050 Portfolio Class R6 Mutual Fund | Other securities | — | — | $66K | 2.2% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $62K | 2.1% | |
| Vanguard Information Tech. Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $61K | 2.1% | |
| Vanguard Long-Term Treasury Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $44K | 1.5% | |
| American Century One Choice 2060 Portfolio Class R6 Mutual Fund | Other securities | — | — | $38K | 1.3% | |
| Morgan Stanley Inst. Fund Discovery Portfolio Class I Mutual Fund | Other securities | — | — | $37K | 1.3% | |
| American Century One Choice 2055 Portfolio Class R6 Mutual Fund | Other securities | — | — | $24K | 0.8% | |
| Legal & General Commodity Strategy Fund Inst. Class Mutual Funds 932 Government Obligations Fund Interest-bearing Cash | Cash / Money Market | — | — | $23K | 0.8% | |
| BlackRock High Yield Bond Portfolio Class K Mutual Fund 601 Davis Financial Fund Class Y Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| DWS RREEF Real Estate Securities Fund Inst. Class Mutual Fund 767 Emerald Banking and Financial Services Fund Inst. Class Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Avantis U.S. Small Cap Value Fund Inst. Class Mutual Funds 580 American Century One Choice 2065 Portfolio Class R6 Mutual Funds | Other securities | — | — | $5K | 0.2% | |
| AMCENT ONECHOICE2065 R6 MUTUAL FUNDS | Other securities | — | — | $5K | 0.2% | |
| FID INTL INDX MUTUAL FUNDS | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund 305 Franklin Income Fund Advisor Class Mutual Fund 75 Franklin Rising Dividends Fund Advisor Class Mutual Fund 74 Goldman Sachs GQG Partners Intern. Opps. Fund Class R6 Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Natixis Loomis Sayles All Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Avantis U.S. Large Cap Value Fund Inst. Class Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| AS Precious Metals Fund Institutional Class Mutual Fund 408 Avantis Emerging Markets Equity Fund Inst. Class Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Equity Income Fund Class R5 Mutual Fund | Common Stocks | — | — | $2K | <0.1% | |
| PGIM Total Return Bond Fund Class R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| DFA Global Allocation 60/40 Portfolio Inst. Class Mutual Fund 75 DFA Inflation-Protected Securities Portfolio Inst. Class Mutual Fund 75 Diamond Hill Mid Cap Fund Class I Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | Other securities | — | — | $1K | <0.1% | |
| PIMCO Real Return Fund Inst. Class Mutual Fund 608 Principal Global Real Estate Securities Fund Class R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | NONE | $104 | — |
| NEXT FINANCIAL GROUP, INC. | — | HOUSTON, TX | NONE | $0 | — |
