Sharpe Executive Group, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sharpe Executive Group, INC.
  • Sponsor EIN: 954883689
  • Sponsor Address: 28045 HARRISON PARKWAY, VALENCIA, CA, 91355
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $20.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$20.3M$0$0
20234$20.3M$0$0
20223$27.2M$127,177$0

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