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Original filing (PDF)20251001153735NAL0021220290001
DAVID CLARK HOLDINGS, INC.
Form 5500
FILING_RECEIVED
DAVID CLARK 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
240
Accounts w/ balance
305
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID CLARK HOLDINGS, INC..
Plan sponsor
Name
DAVID CLARK HOLDINGS, INC.
EIN
84-4259761
Address
360 FRANKLIN STREET · C/O BOX 15054 · WORCESTER, MA · 016150054
Phone
(508) 751-5800
Industry
Manufacturingsee all
Plan administrator
Name
DAVID CLARK COMPANY INCORPORATED RETIREMENT PLAN COMMITTEE
EIN
04-2557451
City
WORCESTER, MA
Phone
(508) 751-5800
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
29 direct securities · 2 pooled funds· $58.4M(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
$50.1M
29 holdings
Common Collective Trust
$8.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $11.9M | 20.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.3M | 14.2% | |
| Vanguard Institutional Index Fund Institutional Shares Registered Investment Company | — | — | — | $6.2M | 10.6% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $4.9M | 8.5% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $4.9M | 8.3% | |
| Vanguard Total International Bond Index Fund Admiral Shares Registered Investment Company ** 947 * Vanguard U.S. Growth Fund Admiral Shares Registered Investment Company | — | — | — | $2.6M | 4.4% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $2.1M | 3.6% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $1.9M | 3.3% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $1.7M | 2.9% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | — | — | — | $1.3M | 2.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.3M | 2.2% | |
| Vanguard Windsor II Fund Admiral Shares Registered Investment Company | — | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $1.1M | 1.9% | |
| Vanguard Extended Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.1M | 1.9% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $1.1M | 1.8% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $1.0M | 1.8% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $969K | 1.7% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $762K | 1.3% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered Investment Company | — | — | — | $645K | 1.1% | |
| Vanguard Windsor Fund Admiral Shares Registered Investment Company | — | — | — | $621K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $590K | 1.0% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares Registered Investment Company | — | — | — | $588K | 1.0% | |
| secured by participant account balances - | — | — | — | $444K | 0.8% | |
| Vanguard Short-Term Treasury Index Fund Admiral Shares Registered Investment Company | — | — | — | $347K | 0.6% | |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Registered Investment Company | — | — | — | $330K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $173K | 0.3% | |
| Vanguard Dividend Growth Fund Registered Investment Company | — | — | — | $167K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $137K | 0.2% | |
| Vanguard International Value Fund Registered Investment Company | — | — | — | $46K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Registered Investment Company | — | — | — | $3K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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