# Sharp Iron Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sharp-iron-group-llc-401k-plan

> Sharp Iron Group, LLC's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sharp Iron Group, LLC

- **Sponsor EIN:** 752890621

- **Sponsor Address:** 1206 HATTON ROAD, WICHITA FALLS, TX, 76302

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $8.4M

## 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|172|$8.4M|$232,742|$734,931|

| 2023|171|$7.0M|$220,194|$639,840|

| 2022|153|$5.9M|$190,086|$580,111|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,698|—|$27,698|

| LPL FINANCIAL LLC|ADVISOR|$19,063|—|$19,063|

| FREEMON, SHAPARD & STORY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FREEMON, SHAPARD & STORY](https://planprovider.pro/provider/freemon-shapard-and-story) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,761

- **Estimated Expense Ratio:** 0.555% 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|$46,761|$19,063|—|—|—|

| 2023|$34,128|$12,551|—|—|—|

| 2022|$34,425|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sharp-iron-group-llc-401k-plan)

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