Plan Snapshot
- Plan Sponsor: Sharp Decisions, INC.
- Sponsor EIN: 113032786
- Sponsor Address: 1040 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $19.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $19.6M | $0 | $1.2M |
| 2023 | 243 | $17.3M | $0 | $1.1M |
| 2022 | 291 | $15.1M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | THIRD PARTY ADMINISTRATO | — | $8,983 | $8,983 |
| WAGNER FERBER FINE ACKERMAN | SERVICE PROVIDER | $7,361 | — | $7,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,344
- Estimated Expense Ratio: 0.083% 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 | $108,063 | $9,226 | $98,147 | — | — |
| 2023 | $35,930 | — | — | — | — |
| 2022 | $3,460 | — | — | — | — |