Plan Snapshot
- Plan Sponsor: Sharpe & Associates, INC.
- Sponsor EIN: 860657491
- Sponsor Address: 4549 E. FORT LOWELL RD., TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2 | $3.3M | $20,000 | $30,500 |
| 2023 | 2 | $2.9M | $3,030 | $30,000 |
| 2022 | 2 | $2.4M | $38,673 | $22,327 |