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Original filing (PDF)20251013123528NAL0002890882001
C. C. CLARK, INC.
Form 5500
FILING_RECEIVED
C. C. CLARK, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,479
Accounts w/ balance
1,409
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. C. CLARK, INC..
Plan sponsor
Name
C. C. CLARK, INC.
EIN
64-0315032
Address
300 OAKLAND FLATROCK ROAD · OAKLAND, KY · 42159
Phone
(800) 633-7686
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
NAIL MCKINNEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR/INVESTMENT ADV | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAIL MCKINNEY | 64-0760834 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
28 direct securities· $73.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retire 2035 Mutual Fund, 725,724 shares | — | — | $726K | $15.3M | 20.8% | |
| T Rowe Price Retire 2030 Mutual Fund, 430,049 shares | — | — | $430K | $11.0M | 15.0% | |
| T Rowe Price Retire 2040 Mutual Fund, 296,923 shares | — | — | $297K | $9.1M | 12.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund, 82,864 shares | — | — | $83K | $6.9M | 9.4% | |
| T Rowe Price Retire 2045 Mutual Fund, 246,272 shares | — | — | $246K | $5.5M | 7.4% | |
| T Rowe Price Retire 2025 Mutual Fund, 317,055 shares | — | — | $317K | $5.2M | 7.1% | |
| T Rowe Price Retire 2050 Mutual Fund, 242,950 shares | — | — | $243K | $4.6M | 6.2% | |
| T Rowe Price Retire 2055 Mutual Fund, 127,131 shares | — | — | $127K | $2.5M | 3.4% | |
| T Rowe Price Retire 2060 Mutual Fund, 139,593 shares | — | — | $140K | $2.3M | 3.1% | |
| T Rowe Price Retire 2020 Mutual Fund, 92,051 shares | — | — | $92K | $1.7M | 2.3% | |
| FID Government Money Market Prime Fund, 1,694,990 shares | — | — | $1.7M | $1.7M | 2.3% | |
| MFS Value R4 Mutual Fund, 26,317 shares | — | — | $26K | $1.3M | 1.7% | |
| Fidelity 500 Index Adv Mutual Fund, 6,149 shares | — | — | $6K | $1.3M | 1.7% | |
| Fidelity Intl Index Mutual Fund, 16,003 shares | — | — | $16K | $761K | 1.0% | |
| T Rowe Price Retire 2015 Mutual Fund, 57,886 shares | — | — | $58K | $728K | 1.0% | |
| Fidelity Sm Cap Index Mutual Fund, 21,441 shares | — | — | $21K | $593K | 0.8% | |
| T Rowe Price Retire 2010 Mutual Fund, 38,801 shares | — | — | $39K | $588K | 0.8% | |
| MFS Mid Cap Value R6 Mutual Fund, 17,475 shares | — | — | $17K | $556K | 0.8% | |
| Fidelity Mid Cap Index Adv Mutual Fund, 14,702 shares | — | — | $15K | $496K | 0.7% | |
| Fidelity Advisor Strategic Income I Mutual Fund, 37,343 shares | — | — | $37K | $433K | 0.6% | |
| AB Small Cap Growth Advisor Mutual Fund, 4,500 shares | — | — | $5K | $331K | 0.4% | |
| GoldmanSachs Small/Medium Cap I Mutual Fund, 8,928 shares | — | — | $9K | $220K | 0.3% | |
| Fidelity Advisor Small Cap Value I Mutual Fund, 8,806 shares | — | — | $9K | $179K | 0.2% | |
| Dodge & Cox Income Mutual Fund, 9,621 shares | — | — | $10K | $119K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund, 1,845 shares | — | — | $2K | $99K | 0.1% | |
| T Rowe Price Retire 2005 Mutual Fund, 3,839 shares | — | — | $4K | $46K | <0.1% | |
| Fidelity US Bond Index Mutual Fund, 2,404 shares | — | — | $2K | $25K | <0.1% | |
| Participant promissory notes | — | — | — | $9K | <0.1% |
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