TARA Lawrence signed Clark Restaurant Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Restaurant Service, Inc.'s EIN is 61-0550222.
Download the official 2024 Form 5500 (PDF) for Clark Restaurant Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Restaurant Service, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $4.4M | 20.8% | |
| Principal Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $3.9M | 18.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.9M | 18.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 10.5% | |
| Hartford Dividend And Growth R6 Fund | Other securities | — | — | $1.9M | 9.2% | |
| Principal Largecap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $1.4M | 6.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 6.6% | |
| Hartford Schroders International Stock SDR Fund | Other securities | — | — | $1.0M | 4.9% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $947K | 4.5% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $916K | 4.3% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $880K | 4.2% | |
| JP Morgan US Equity R6 Fund | Other securities | — | — | $803K | 3.8% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $774K | 3.7% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $493K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $476K | 2.3% | |
| Notes receivable from participants | Other securities | — | — | $353K | 1.7% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $218K | 1.0% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $119K | 0.6% | |
| Allspring Core Plus Bond R6 Fund | Other securities | — | — | $99K | 0.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $53K | 0.3% | |
| MFS New Discovery R6 Fund | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $41K | 0.2% | |
| American Century Small Cap Val R6 Fund | Other securities | — | — | $13K | <0.1% | |
| Hartford Balanced Income R6 Fund | Other securities | — | — | $13K | <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 |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCOPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | OTHER SERVICES | $0 | — |
