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Original filing (PDF)20250730051911NAL0002100899001
CLYDE INDUSTRIES INC.
Form 5500
FILING_RECEIVED
CLYDE INDUSTRIES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
145
Accounts w/ balance
196
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID 500 IND" is 32% of plan.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLYDE INDUSTRIES INC..
Plan sponsor
Name
CLYDE INDUSTRIES INC.
EIN
58-2268018
Address
4015 PRESIDENTIAL PARKWAY · ATLANTA, GA · 30340
Phone
(770) 557-3749
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $34K | — |
Investments
21 direct securities · 1 pooled fund· $23.9M(99% 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.
Registered Investment Companies
$20.8M
20 holdings
Common Collective Trust
$2.6M
1 holding
Uncategorized
$429K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.6M | 31.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 10.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.7M | 7.1% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $1.6M | 6.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.5M | 6.3% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.5M | 6.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.3M | 5.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $992K | 4.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $743K | 3.1% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $718K | 3.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $652K | 2.7% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $483K | 2.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $471K | 2.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $429K | 1.8% | |
| LOOMIS SAYLES SMALL CAP GR N | Registered Investment Companies | — | — | $405K | 1.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $288K | 1.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $243K | 1.0% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $226K | 0.9% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $223K | 0.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $91K | 0.4% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $78K | 0.3% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $51K | 0.2% |
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