Stuart Gottlieb signed Sharp Decisions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Decisions, Inc.'s EIN is 11-3032786.
Download the official 2024 Form 5500 (PDF) for Sharp Decisions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Decisions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAGNER FERBER FINE ACKERMAN | 11-3061778 | — | SERVICE PROVIDER | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.9M | 96.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 18.3% | |
| American Century Investments Ultra Fund- R6 Class | Other securities | — | — | $2.6M | 13.3% | |
| Columbia Select Mid Cap Value Fund- Instit 3 Class | Other securities | — | — | $1.7M | 8.5% | |
| Nuveen Lifecycle Index 2025 Fund R6 | Mutual Funds | — | — | $1.7M | 8.5% | |
| Nuveen Lifecycle Index 2045 Fund R6 | Mutual Funds | — | — | $1.4M | 7.1% | |
| Nuveen Lifecycle Index 2050 Fund R6 | Mutual Funds | — | — | $1.2M | 6.1% | |
| Nuveen Lifecycle Index 2035 Fund R6 | Mutual Funds | — | — | $1.2M | 6.1% | |
| Nuveen Lifecycle Index 2015 Fund R6 | Mutual Funds | — | — | $990K | 5.0% | |
| Voya Fixed Account (4634) | Other securities | — | — | $684K | 3.5% | |
| Vanguard Mid-Cap Index Fund- Admiral Shares | Common Collective Trusts | — | — | $671K | 3.4% | |
| Vanguard Lifestrategy Conservative Growth Fund Inv | Mutual Funds | — | — | $543K | 2.8% | |
| Vanguard Total International Stock Index Fund Adm | Common Collective Trusts | — | — | $456K | 2.3% | |
| Nuveen Lifecycle Index 2030 Fund R6 | Mutual Funds | — | — | $398K | 2.0% | |
| Nuveen Lifecycle Index 2020 Fund R6 | Mutual Funds | — | — | $397K | 2.0% | |
| Vanguard Growth Index Fund- Admiral Shares | Common Collective Trusts | — | — | $308K | 1.6% | |
| Nuveen Lifecycle Index 2055 Fund R6 | Mutual Funds | — | — | $249K | 1.3% | |
| Vanguard Small-Cap Index Fund- Admiral Shares | Common Collective Trusts | — | — | $179K | 0.9% | |
| Nuveen Lifecycle Index 2060 Fund R6 | Mutual Funds | — | — | $162K | 0.8% | |
| Fidelity Advisor Emerging Markets Fund -Class Z | Mutual Funds | — | — | $141K | 0.7% | |
| Cohen & Steers Real Estate Securities Fd-Class Z | Other securities | — | — | $134K | 0.7% | |
| JPMorgan U.S. Equity Fund- Class R6 Shares | Other securities | — | — | $127K | 0.6% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $127K | 0.6% | |
| Nuveen Lifecycle Index 2040 Fund R6 | Mutual Funds | — | — | $126K | 0.6% | |
| Vanguard Lifestrategy Mid Growth Fund Inv | Mutual Funds | — | — | $105K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Fund Adm | Common Collective Trusts | — | — | $73K | 0.4% | |
| Vanguard International Growth Fund-Admiral Shares | Mutual Funds | — | — | $71K | 0.4% | |
| Vanguard Lifestrategy Growth Fund Investor Shares | Mutual Funds | — | — | $64K | 0.3% | |
| Vanguard Equity Income Fund - Admiral Shares | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard Lifestrategy Income Fund Investor Shares | Mutual Funds | — | — | $52K | 0.3% | |
| Participant Loans | Participant loans | — | — | $36K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $32K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Ins | Mutual Funds | — | — | $28K | 0.1% | |
| American Funds New Perspective Fund-Class R-6 | Mutual Funds | — | — | $26K | 0.1% | |
| DFA Commodity Strategy Portfolio- Instit Class | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Balanced Index Fund - Admiral Shares | Common Collective Trusts | — | — | $13K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund R6 | Mutual Funds | — | — | $7K | <0.1% | |
| AB Small Cap Growth Portfolio Z | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM Global Total Return Fund R6 | Other securities | — | — | $455 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
