Plan Snapshot
- Plan Sponsor: Sharp Clinical Services, INC
- Sponsor EIN: 320383032
- Sponsor Address: 2400 BAGLYOS CIRCLE, BETHLEHEM, PA, 18020
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $9.8M | $309,742 | $1.0M |
| 2023 | 185 | $7.8M | $268,131 | $838,942 |
| 2022 | 175 | $5.9M | $240,416 | $740,931 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | Investment Advisor | $12,145 | — | $12,145 |
| SECURITIES AMERICA ADVISORS, INC. | Investment Advisor | $11,943 | — | $11,943 |
| ADP, INC. | Recordkeeper | $11,214 | — | $11,214 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROYAL ALLIANCE ASSOCIATES, INC. — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,302
- Estimated Expense Ratio: 0.360% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,303 | $24,088 | — | — | — |
| 2023 | $35,586 | $19,555 | — | — | — |
| 2022 | $30,536 | — | — | — | — |