Plan Snapshot
- Plan Sponsor: Sharp Corporation
- Sponsor EIN: 231989163
- Sponsor Address: 23 CARLAND ROAD, CONSHOHOCKEN, PA, 19428
- Plan Type: DB
- Total Participants: 708
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 708 | $35.1M | $0 | $0 |
| 2023 | 765 | $34.8M | $2.2M | $0 |
| 2022 | 842 | $30.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $150,125 | — | $150,125 |
| MERCER US LLC | ACTUARY | $50,241 | — | $50,241 |
| CBIZ BENEFITS & INSURANCE SERVICES | NONE | $39,750 | — | $39,750 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MERCER US LLC — ACTUARY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,116
- Estimated Expense Ratio: 0.684% 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 | $240,116 | $136,877 | — | — | — |
| 2023 | $208,396 | $68,943 | — | — | — |
| 2022 | $247,801 | $57,059 | $161,780 | — | $28,962 |