Filings through Oct 24, 2026.

Retirement plan

The Clarion Technologies, Inc. Profit Sharing Plan and 401(k) Plan

Name: CLARION TECHNOLOGIES, INC. - THE CLARION TECHNOLOGIES, INC. PROFIT SHARING PLAN AND 401(K) PLAN (2025) Form 5500
Creator: CLARION TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CLARION TECHNOLOGIES, INC. PROFIT SHARING PLAN AND 401(K) PLAN, CLARION TECHNOLOGIES, INC.

Clarion Technologies, Inc.EIN 91-1407411Plan #001PY 2025Filed Oct 12, 2026

238 S RIVER FLOOR 2 - HOLLAND, MI 494232982616-698-7277clariontechnologies.comLinkedIn201-500 employeesplastics

Prospect flagsLow returnsLow assets / participantLow employer contributionFew collective trustsFund lineup: 12 funds, $13.2M

How to read this page

Total assets (EOY)

$15.4M

+13.3% from 2024

Total participants

381

-8.2% from 2024

Average account balance

$42,363

+13.0% from 2024

Annual return

13.28%

+0.81 pp from 2024

Benchmarks

See 1,149 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,149 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$83,711
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770	Advisory (Plan)	$40,378

Fund lineup

CSV with Pro

12 funds of $250K or more; 16 lines in all, holding $13.2M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds8%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series70%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: Principal LifeTime, other, 70% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Separate account Target-date, 11 vintagesRecordkeeper's own fund	Principal	Separate account	$9.2M	69.6%
T. Rowe Large Cap Growth I Pooled separate account T. Rowe Price · Separate account	T. Rowe Price	Separate account	$1.6M	12.0%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$879K	6.6%
Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$466K	3.5%
Invesco Small Cap Growth Fund Class R6 Invesco · Mutual fund	Invesco	Mutual fund	$228K	1.7%
Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$211K	1.6%
PIMCO Core Plus Bond I Separate Account PIMCO (Allianz) · Separate account	PIMCO (Allianz)	Separate account	$155K	1.2%
Principal Diversified International Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$99K	0.7%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$79K	0.6%
Robert Baird MidCap Growth III Separate Account Fund Baird · Separate account	Baird	Separate account	$74K	0.6%

See the other 6 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$84K

$261 / participant

Contract admin$84K100.0%

% of EOY assets

0.544%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HUNGERFORD
Auditor EIN: 382184825
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP11+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$83,711

STIFEL NICOLAUS & CO INC6 years

Filed as: STIFEL, NICOLAUS AND COMPANY

Service code 27 · EIN 43-0538770

Advisory (Plan)

$40,378

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Separate account

Target-date, 11 vintagesRecordkeeper's own fund

$9.2M

69.6%

T. Rowe Large Cap Growth I Pooled separate account

T. Rowe Price · Separate account

$1.6M

12.0%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$879K

6.6%

Principal Stable Value Z Fund

Principal · Insurance contract

Recordkeeper's own fund

$466K

3.5%

Invesco Small Cap Growth Fund Class R6

Invesco · Mutual fund

$228K

1.7%

Principal Equity Income Separate Fund

Principal · Separate account

Recordkeeper's own fund

$211K

1.6%

PIMCO Core Plus Bond I Separate Account

PIMCO (Allianz) · Separate account

$155K

1.2%

Principal Diversified International Fund

Principal · Insurance contract

Recordkeeper's own fund

$99K

0.7%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$79K

0.6%

Robert Baird MidCap Growth III Separate Account Fund

Baird · Separate account

$74K

0.6%

The Clarion Technologies, Inc. Profit Sharing Plan and 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Clarion Technologies, Inc. Profit Sharing Plan and 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion