Plan Snapshot
- Plan Sponsor: Sharp Packaging Services LLC
- Sponsor EIN: 231989163
- Sponsor Address: 7451 KEEBLER WAY, ALLENTOWN, PA, 18106
- Plan Type: 401(k)
- Total Participants: 1,190
- Total Assets: $67.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,190 | $67.8M | $1.5M | $4.6M |
| 2023 | 568 | $66.9M | $1.3M | $3.9M |
| 2022 | 551 | $55.6M | $1.2M | $3.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $34,473 | — | $34,473 |
| VANGUARD ADVISERS INC. | ADVISOR | $10,731 | — | $10,731 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- VANGUARD ADVISERS INC. — ADVISOR
- 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: $45,204
- Estimated Expense Ratio: 0.067% 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 | $46,769 | — | — | — | — |
| 2023 | $20,160 | — | — | — | — |
| 2022 | $18,258 | — | — | — | — |