Plan Snapshot
- Plan Sponsor: Sharp Shopper, INC.
- Sponsor EIN: 232985791
- Sponsor Address: 1100 SHARP AVENUE, EPHRATA, PA, 17522
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $14.9M
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 | 360 | $14.9M | $401,611 | $653,395 |
| 2023 | 338 | $14.9M | $373,422 | $594,711 |
| 2022 | 324 | $13.2M | $370,374 | $602,156 |
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 |
|---|---|---|---|---|
| EVERENCE TRUST COMPANY | NONE | $13,323 | — | $13,323 |
| ASCENSUS LLC | NONE | $6,134 | $17 | $6,151 |
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,474
- Estimated Expense Ratio: 0.131% 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 | $19,457 | $13,323 | $6,134 | — | — |
| 2023 | $39,944 | $31,167 | $8,777 | — | — |
| 2022 | $50,226 | $31,388 | $18,838 | — | — |