William Dallas Clark III signed C. C. Clark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C. C. Clark, Inc.'s EIN is 64-0315032.
Download the official 2024 Form 5500 (PDF) for C. C. Clark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C. C. Clark, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR/INVESTMENT ADV | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retire 2035 Mutual Fund, 725,724 shares | Mutual Funds | — | $726K | $15.3M | 20.8% | |
| T Rowe Price Retire 2030 Mutual Fund, 430,049 shares | Mutual Funds | — | $430K | $11.0M | 15.0% | |
| T Rowe Price Retire 2040 Mutual Fund, 296,923 shares | Mutual Funds | — | $297K | $9.1M | 12.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund, 82,864 shares | Other securities | — | $83K | $6.9M | 9.4% | |
| T Rowe Price Retire 2045 Mutual Fund, 246,272 shares | Mutual Funds | — | $246K | $5.5M | 7.4% | |
| T Rowe Price Retire 2025 Mutual Fund, 317,055 shares | Mutual Funds | — | $317K | $5.2M | 7.1% | |
| T Rowe Price Retire 2050 Mutual Fund, 242,950 shares | Mutual Funds | — | $243K | $4.6M | 6.2% | |
| T Rowe Price Retire 2055 Mutual Fund, 127,131 shares | Mutual Funds | — | $127K | $2.5M | 3.4% | |
| T Rowe Price Retire 2060 Mutual Fund, 139,593 shares | Mutual Funds | — | $140K | $2.3M | 3.1% | |
| T Rowe Price Retire 2020 Mutual Fund, 92,051 shares | Mutual Funds | — | $92K | $1.7M | 2.3% | |
| FID Government Money Market Prime Fund, 1,694,990 shares | Mutual Funds | — | $1.7M | $1.7M | 2.3% | |
| MFS Value R4 Mutual Fund, 26,317 shares | Mutual Funds | — | $26K | $1.3M | 1.7% | |
| Fidelity 500 Index Adv Mutual Fund, 6,149 shares | Common Collective Trusts | — | $6K | $1.3M | 1.7% | |
| Fidelity Intl Index Mutual Fund, 16,003 shares | Mutual Funds | — | $16K | $761K | 1.0% | |
| T Rowe Price Retire 2015 Mutual Fund, 57,886 shares | Mutual Funds | — | $58K | $728K | 1.0% | |
| Fidelity Sm Cap Index Mutual Fund, 21,441 shares | Mutual Funds | — | $21K | $593K | 0.8% | |
| T Rowe Price Retire 2010 Mutual Fund, 38,801 shares | Mutual Funds | — | $39K | $588K | 0.8% | |
| MFS Mid Cap Value R6 Mutual Fund, 17,475 shares | Mutual Funds | — | $17K | $556K | 0.8% | |
| Fidelity Mid Cap Index Adv Mutual Fund, 14,702 shares | Mutual Funds | — | $15K | $496K | 0.7% | |
| Fidelity Advisor Strategic Income I Mutual Fund, 37,343 shares | Mutual Funds | — | $37K | $433K | 0.6% | |
| AB Small Cap Growth Advisor Mutual Fund, 4,500 shares | Other securities | — | $5K | $331K | 0.4% | |
| GoldmanSachs Small/Medium Cap I Mutual Fund, 8,928 shares | Other securities | — | $9K | $220K | 0.3% | |
| Fidelity Advisor Small Cap Value I Mutual Fund, 8,806 shares | Mutual Funds | — | $9K | $179K | 0.2% | |
| Dodge & Cox Income Mutual Fund, 9,621 shares | Mutual Funds | — | $10K | $119K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund, 1,845 shares | Mutual Funds | — | $2K | $99K | 0.1% | |
| T Rowe Price Retire 2005 Mutual Fund, 3,839 shares | Mutual Funds | — | $4K | $46K | <0.1% | |
| Fidelity US Bond Index Mutual Fund, 2,404 shares | Mutual Funds | — | $2K | $25K | <0.1% | |
| Participant promissory notes | Other securities | — | — | $9K | <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 |
|---|---|---|---|---|---|
| NAIL MCKINNEY | 64-0760834 | — | ACCOUNTANT/AUDITOR | $13K | — |
