Original filing (PDF)20250626094849NAL0012298624001

SCHARE & ASSOCIATES INC

Name: SCHARE & ASSOCIATES INC — SCHARE & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SCHARE & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

SCHARE & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHARE & ASSOCIATES INC.

Plan sponsor

Name

SCHARE & ASSOCIATES INC

EIN

11-3640557

Address

307 WOODS AVE UNIT A · OCEANSIDE, NY · 115722153

Phone

(877) 859-4861

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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