Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
78
/ 100
Grade B
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
100
Total plan cost
53
Plan health
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLICK BOND, INC..
36 direct securities · 1 pooled fund· $48.5M(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.