Anna Pasanen signed Clark Business Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Business Solutions, LLC's EIN is 81-1265837.
Download the official 2024 Form 5500 (PDF) for Clark Business Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Business Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $294K | 26.5% | |
| FIDELITY TOTAL MARKET INDEX Mutual Funds | Common Collective Trusts | — | — | $166K | 15.0% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $127K | 11.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $104K | 9.4% | |
| MFS INTERNATIONAL EQUITY R6 Mutual Funds | Mutual Funds | — | — | $84K | 7.6% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $57K | 5.1% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $55K | 4.9% | |
| FIDELITY EMERGING MARKETS K Mutual Funds | Mutual Funds | — | — | $36K | 3.3% | |
| JPMORGAN EQUITY INCOME R6 Mutual Funds | Other securities | — | — | $27K | 2.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $27K | 2.4% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $26K | 2.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $22K | 2.0% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $21K | 1.9% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $19K | 1.7% | |
| BLACKROCK TOTAL RETURN K Mutual Funds | Other securities | — | — | $15K | 1.3% | |
| Participant contributions receivable | Other securities | — | — | $11K | 1.0% | |
| GWI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities | Other securities | — | — | $11K | 1.0% | |
| AMERICAN FUNDS 2035 TRGT DATE REYIRE R6 Mutual Funds | Mutual Funds | — | — | $7K | 0.6% | |
| AMERICAN FUNDS 2010 TRGT RATE RETIRE R6 Mutual Funds 70 AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Funds 168 AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $6K | 0.6% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Funds | Other securities | — | — | $6K | 0.5% | |
| Employer contributions receivable | Other securities | — | — | $5K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HECK CAPITAL ADVISORS LLC |
| — |
| RHINELANDER, WI |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENTT PARTNERS LLC | — | MADISON, WA | CONTRACT ADMIN | $280 | — |
