How big is C.C. Clark, Inc.'s plan?

C.C. Clark, Inc.'s plan reported $1.2M in assets and 852 participants for 2024.

Original filing (PDF)20250917132446NAL0001191090001

C.C. Clark, Inc.

Name: C.C. Clark, Inc. — C.C. Clark, Inc. Health and, Form 5500 (2024)
Creator: C.C. Clark, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C.C. Clark, Inc. Health and Welfare Benefit Plan

Health & welfare plan · C.C. Clark, Inc.'s C.C. Clark, Inc. Health and Welfare Benefit Plan held $1.2M in plan assets for 852 participants in 2024.

Signals · 4

100% in single holding~6329 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

852

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.1M

People on this filing

William Clark signed C.C. Clark, Inc.'s 2024 Form 5500 as plan administrator.

William Clark — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.C. Clark, Inc.'s EIN is 64-0315032.

EIN 64-0315032

Plan number 505

Plan year 2024

ACK ID 20250917132446NAL0001191090001

Official Form 5500 document

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)

Plan features

C.C. Clark, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.C. CLARK, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Plan sponsor

Name

C.C. CLARK, INC.

EIN

all filings

Address

300 OAKLAND FLATROCK ROAD · OAKLAND, KY · 421599766

Phone

(270) 563-4735

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UMR, INC.	39-1995276	CINCINNATI, OH	CLAIMS PROCESSING	$578K	—
MAXORPLUS, LTD	75-2676894	AMARILLO, TX	NONE	$75K	—
VITALITY	82-2597547	CHICAGO, IL	NONE	$60K	—
HOUCHENS INSURANCE GROUP	20-5190385	BOWLING GREEN, KY