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DAVID CLARK HOLDINGS, INC. — DAVID CLARK EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251001152854NAL0012788017001
DAVID CLARK HOLDINGS, INC.
Form 5500
FILING_RECEIVED
DAVID CLARK EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
216
Accounts w/ balance
249
Plan assets (EOY)
$182.6M
Net assets (EOY)
$119.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID CLARK HOLDINGS, INC.
.
Find decision makers
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
Manufacturing
see all
Plan administrator
Name
DAVID CLARK COMPANY INCORPORATED
EIN
04-2557451
City
WORCESTER, MA
Phone
(508) 751-5800
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $182.6M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
David Clark Holdings, Inc. Common stock, 950,000 shares
—
—
$73.4M
$182.6M
100.0%
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Knocking points off
Top holding "David Clark Holdings, Inc. Common stock, 950,000 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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