Kirk Clark signed Charles Clark Chevrolet Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles Clark Chevrolet Co.'s EIN is 74-0545450.
Download the official 2024 Form 5500 (PDF) for Charles Clark Chevrolet Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles Clark Chevrolet Co.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLSTATE FINANCIAL SERVICES LLC | 47-0826838 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FA FREEDOM 2025 | Mutual Funds | — | — | $1.1M | 18.4% | |
| Fidelity Investments FA FREEDOM 2040 | Mutual Funds | — | — | $829K | 14.1% | |
| Fidelity Investments FA FREEDOM 2030 | Mutual Funds | — | — | $606K | 10.3% | |
| Fidelity Investments FA FREEDOM 2050 | Mutual Funds | — | — | $533K | 9.1% | |
| Fidelity Investments FA FREEDOM 2035 | Mutual Funds | — | — | $497K | 8.5% | |
| Fidelity Investments FA FREEDOM 2010 | Mutual Funds | — | — | $475K | 8.1% | |
| Fidelity Investments FID GOVT MMKT ADV M | Mutual Funds | — | — | $417K | 7.1% | |
| Fidelity Investments FA FREEDOM 2060 | Mutual Funds | — | — | $331K | 5.6% | |
| secured by vested balance - | Other securities | — | — | $247K | 4.2% | |
| Fidelity Investments FA FREEDOM 2045 | Mutual Funds | — | — | $236K | 4.0% | |
| Fidelity Investments FA FREEDOM 2055 | Mutual Funds | — | — | $230K | 3.9% | |
| Fidelity Investments FA FREEDOM 2020 | Mutual Funds | — | — | $147K | 2.5% | |
| Fidelity Investments FA FREEDOM 2065 | Mutual Funds | — | — | $88K | 1.5% | |
| Fidelity Investments NWD S&P 500 INDEX R | Common Collective Trusts | — | — | $67K | 1.1% | |
| Fidelity Investments FA FREEDOM 2015 | Mutual Funds | — | — | $47K | 0.8% | |
| Fidelity Investments MFS MID CAP GRTH R2 | Mutual Funds | — | — | $21K | 0.4% | |
| Fidelity Investments CBA LG CAP GR R | Mutual Funds | — | — | $11K | 0.2% | |
| Not required as investment is participant-directed *** Net of $4,158 in deemed loan distributions | Other securities | — | — | $4K | <0.1% |
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