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Original filing (PDF)20250717095130NAL0000062753001
CLARK SERVICE GROUP, INC.
Form 5500
FILING_RECEIVED
CLARK SERVICE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
183
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK SERVICE GROUP, INC..
Plan sponsor
Name
CLARK SERVICE GROUP, INC.
EIN
81-4314550
Address
3019 HEMPLAND ROAD · LANCASTER, PA · 17601
Phone
(717) 392-5590
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
2025-07-17
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)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| THE RETIREMENT ADVANTAGE INC | 39-1816008 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
30 direct securities · 4 pooled funds· $13.5M(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
$13.3M
30 holdings
Pooled Separate Account
$250K
3 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $1.4M | 10.3% | |
| American Funds Service Company American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $1.3M | 9.4% | |
| American Funds Service Company American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $1.3M | 9.4% | |
| MFS Investment Management MFS Growth R6 Fund | — | — | — | $874K | 6.4% | |
| Thornburg Investment Income Builder R6 Fund | — | — | — | $830K | 6.1% | |
| American Funds Service Company American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $783K | 5.8% | |
| American Funds Service Company American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $754K | 5.6% | |
| Vanguard Group Vanguard Information Technology Index Admiral Fund | — | — | — | $648K | 4.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $633K | 4.7% | |
| The American Funds American Funds Washington Mutual Investors R6 Fund | — | — | — | $595K | 4.4% | |
| American Funds Service Company American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $578K | 4.3% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $557K | 4.1% | |
| American Funds Service Company American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $463K | 3.4% | |
| The American Funds American Funds Capital World Growth and Income R6 Fund | — | — | — | $430K | 3.2% | |
| Janus International Holding, LLC Janus Henderson Balanced Fund | — | — | — | $398K | 2.9% | |
| The Vanguard Group Vanguard Small Capital Index Admiral Fund | — | — | — | $374K | 2.8% | |
| American Funds Service Company American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $314K | 2.3% | |
| American Funds Service Company American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $241K | 1.8% | |
| The American Funds American Funds Small Cap World R6 Fund | — | — | — | $208K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $205K | 1.5% | |
| Vanguard Group Vanguard Total International Stock Index Admiral Fund | — | — | — | $195K | 1.4% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $108K | 0.8% | |
| BlackRock Advisors BlackRock Health Sciences Opportunities Fund | — | — | — | $84K | 0.6% | |
| Franklin Templeton Investments Franklin Utilities R6 Fund | — | — | — | $77K | 0.6% | |
| The American Funds American Funds Neworld R6 | — | — | — | $76K | 0.6% | |
| Principal Funds Inc. Principal Government Money Market R6 Fund | — | — | — | $54K | 0.4% | |
| American Funds Service Company American Funds Target Date Retirement 2010 R6 Fund ** 165 American Funds Service Company American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $38K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $32K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $13K | <0.1% | |
| BlackRock Advisors BlackRock Equity Div K Fund | — | — | — | $13K | <0.1% | |
| PGIM Investments PGIM Global Total Return Fund - Class R6 | — | — | — | $9K | <0.1% | |
| Registered Investment Companies Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $6K | <0.1% | |
| American Funds Service Company American Funds Target Date Retirement 2070 R6 Fund | — | — | — | $1K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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