Back to filter
Original filing (PDF)20251014162413NAL0003275873001
CLEAN UNIFORM COMPANY
Form 5500
FILING_RECEIVED
CLEAN UNIFORM COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
470
Accounts w/ balance
565
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAN UNIFORM COMPANY.
Plan sponsor
Name
CLEAN UNIFORM COMPANY
EIN
71-0864714
Address
1316 SOUTH 7TH STREET · ST LOUIS, MO · 64104
Phone
(978) 658-8888
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER, NEWMAN & NOYES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $78K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRECT CAPITAL WEALTH MANAGEMENT L | 83-1730027 | — | INVESTMENT/FINANCIAL ADVI | $85K | — |
Investments
24 direct securities · 1 pooled fund· $31.2M(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.
Registered Investment Companies
$29.7M
24 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 9.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 8.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.5M | 7.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.1M | 6.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 6.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.0M | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 6.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 5.3% | |
| ALS DIVERSIFIED CAP BUILD INST | Registered Investment Companies | — | — | $1.5M | 4.8% | |
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.5M | 4.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.4M | 4.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $1.3M | 4.1% | |
| AVANTIS INTRNL EQTY INST | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.1M | 3.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $897K | 2.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $860K | 2.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $815K | 2.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $598K | 1.9% | |
| FA STRATEGIC INCOME | Registered Investment Companies | — | — | $444K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $249K | 0.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $221K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $206K | 0.7% | |
| AVANTIS US SC VALUE INST | Registered Investment Companies | — | — | $101K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $84K | 0.3% |
Related plans
Other plans using CORRECT CAPITAL WEALTH MANAGEMENT L
Similar-size Other Services (ex. Public Admin) plans
NIXON UNIFORM SERVICE, INC.
NIXON UNIFORM SERVICE, INC. RETIREMENT SAVINGS PLAN
$30.6M · 689 participants
MORGAN SERVICES, INC.
MORGAN SERVICES, INC. SAVINGS PLUS PLAN
$32.8M · 619 participants
DEMPSEY UNIFORM AND LINEN SUPPLY, INC
DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN
$28.4M · 359 participants
SHELBYVILLE LAUNDRY INC.
SHELBYVILLE LAUNDRY INC. 401(K) PROFIT SHARING PLAN & TRUST
$19.8M · 1,415 participants
DOMESTIC LINEN SUPPLY & LAUNDRY CO
DOMESTIC LINEN SUPPLY & LAUNDRY CO RETIREMENT SAVINGS PLAN
$19.5M · 348 participants
WILDMAN BUSINESS GROUP, LLC
WILDMAN BUSINESS GROUP, LLC 401(K) RETIREMENT PLAN
$18.2M · 501 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B