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Original filing (PDF)20251005131645NAL0005002576001
CLARK PACIFIC
Form 5500
FILING_RECEIVED
CLARK PACIFIC UNION 401(K) PLAN
401(k) retirement plan
Active participants
670
Accounts w/ balance
394
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK PACIFIC.
Plan sponsor
Name
CLARK PACIFIC
EIN
68-0262848
Address
710 RIVERPOINT COURT, SUITE 100 · WEST SACRAMENTO, CA · 95605
Phone
(916) 371-0305
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL | — | RALEIGH, NC | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATTEBERRY/SEARLE, INC. | 68-0082549 | SACRAMENTO, CA | CONTRACT ADMIN. | $6K | — |
Investments
23 direct securities · 3 pooled funds· $4.4M(100% 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.
Uncategorized
$4.4M
23 holdings
Common Collective Trust
$17K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $982K | 22.3% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $828K | 18.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $464K | 10.6% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $382K | 8.7% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $342K | 7.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $330K | 7.5% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $266K | 6.0% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $211K | 4.8% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $191K | 4.3% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R5E Registered Investment Company | — | — | — | $130K | 3.0% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E Registered Investment Company | — | — | — | $112K | 2.5% | |
| maturing through October 2029 -0- | — | — | — | $45K | 1.0% | |
| VANGUARD EQUITY-INCOME ADM Registered Investment Company | — | — | — | $21K | 0.5% | |
| VANGUARD TOTAL STOCK MKT IDX ADM Registered Investment Company | — | — | — | $21K | 0.5% | |
| DRIEHAUS EMERGING MARKETS GROWTH INSTL Registered Investment Company ** 915 JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $11K | 0.2% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $8K | 0.2% | |
| BLACKROCK TOTAL RETURN INSTL Registered Investment Company | — | — | — | $7K | 0.2% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Registered Investment Company | — | — | — | $7K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD R5E Registered Investment Company | — | — | — | $5K | 0.1% | |
| INTERNATIONAL EQUITY FUND FEE AST WILMINGTON TRUST · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $5K | 0.1% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract*** | — | — | — | $5K | 0.1% | |
| COHEN & STEERS US REALTY CT COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $4K | <0.1% | |
| PIMCO INCOME A Registered Investment Company | — | — | — | $4K | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL Registered Investment Company | — | — | — | $3K | <0.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Company | — | — | — | $2K | <0.1% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R6 Registered Investment Company | — | — | — | $1K | <0.1% |