# Sharpe & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sharpe-associates-inc-401k-plan

> Sharpe & Associates, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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