Christopher Casteline signed Sharp Electronics Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Electronics Corporation's EIN is 13-1968872.
Download the official 2024 Form 5500 (PDF) for Sharp Electronics Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Electronics Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $78K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard Institutional Index | Mutual Funds | — | $206K | $98.6M | 20.8% | |
| AMERICAN BALANCED FUND R6 Registered Investment Company | Common Stocks | — | — | $51.3M | 10.8% | |
| HARBOR CAPITAL APPREC CIT CL 4 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 530 | Common Collective Trust | — | $2.1M | $37.0M | 7.8% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $35.8M | $35.8M | 7.6% | |
| T.Rowe Price Hybrid 2030 Trust | Other securities | — | $869K | $30.6M | 6.5% | |
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $30.6M | 6.5% | |
| T.Rowe Price Hybrid 2035 Trust | Other securities | — | $496K | $18.7M | 3.9% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $18.7M | 3.9% | |
| Vanguard Mid Cap Index Institutional | Mutual Funds | — | $248K | $17.9M | 3.8% | |
| T.Rowe Price Hybrid 2040 Trust | Other securities | — | $432K | $17.3M | 3.7% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $17.3M | 3.7% | |
| T.Rowe Price Hybrid 2025 Trust | Other securities | — | $464K | $15.2M | 3.2% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $15.2M | 3.2% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | $593K | $13.6M | 2.9% | |
| JHANCOCK DISCP VALUE CIT CL P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | $466K | $12.0M | 2.5% | |
| SELF DIRECTED BROKERAGE ACCOUNTS * Personal Choice Retirement | Self-Directed Brokerage | — | $11.8M | $11.8M | 2.5% | |
| T.Rowe Price Hybrid 2045 Trust | Other securities | — | $282K | $11.6M | 2.5% | |
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $11.6M | 2.5% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | $91K | $11.5M | 2.4% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | $99K | $11.4M | 2.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | $1.2M | $11.2M | 2.4% | |
| Hartford International Opp Fund Class R6 | Other securities | — | $555K | $10.7M | 2.3% | |
| T.Rowe Price Hybrid 2050 Trust | Other securities | — | $236K | $9.8M | 2.1% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $9.8M | 2.1% | |
| Loomis Sayles Small Cap Growth Cl I | Other securities | — | $290K | $8.4M | 1.8% | |
| T.Rowe Price Hybrid 2020 Trust | Other securities | — | $225K | $6.9M | 1.5% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $6.9M | 1.5% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | $136K | $6.6M | 1.4% | |
| Carillon Eagle Midcap Growth R5 | Other securities | — | $69K | $5.4M | 1.1% | |
| with maturities through 2033 | Other securities | — | — | $4.0M | 0.8% | |
| MFS Mid Cap Value Fund CL CT | Mutual Funds | — | $166K | $3.6M | 0.8% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $3.6M | 0.8% | |
| T.Rowe Price Hybrid 2055 Trust | Other securities | — | $68K | $2.8M | 0.6% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $2.8M | 0.6% | |
| T.Rowe Price Hybrid 2060 Trust | Other securities | — | $88K | $2.3M | 0.5% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| BlackRock Strategic Income Opportunities | Other securities | — | $216K | $2.0M | 0.4% | |
| T.Rowe Price Hybrid 2005 Trust | Other securities | — | $75K | $1.9M | 0.4% | |
| TROWE RET HYB TR 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| American Beacon Small Cap Value R6 | Other securities | — | $72K | $1.8M | 0.4% | |
| T.Rowe Price Hybrid 2065 Trust | Other securities | — | $31K | $505K | 0.1% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $505K | 0.1% | |
| T.Rowe Price Hybrid 2010 Trust | Other securities | — | $18K | $480K | 0.1% | |
| TROWE RET HYB TR 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $480K | 0.1% | |
| T.Rowe Price Hybrid 2015 Trust | Other securities | — | $9K | $244K | <0.1% | |
| TROWE RET HYB TR 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $244K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 06-0317480 |
| — |
| NONE |
| $19K |
| — |
| OCONNOR DAVIES LLP | 27-1728945 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
