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Original filing (PDF)20250909092659NAL0020127137001
SHARING NETWORK MANAGEMENT COMPANY, INC
Form 5500
FILING_RECEIVED
SHARING NETWORK MANAGEMENT COMPANY SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
292
Plan assets (EOY)
$49.1M
Net assets (EOY)
$49.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARING NETWORK MANAGEMENT COMPANY, INC.
Plan sponsor
Name
SHARING NETWORK MANAGEMENT COMPANY, INC
DBA
NJ SHARING NETWORK
EIN
20-2737498
Address
691 CENTRAL AVENUE · NEW PROVIDENCE, NJ · 07974
Phone
(908) 516-5400
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $47K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $32K | — |
Investments
33 direct securities · 1 pooled fund· $47.8M(97% of reported assets)
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.
Uncategorized
$47.4M
32 holdings
Mutual Funds
$389K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $5.4M | 10.9% | |
| Fidelity Investments Fidelity Government Money Market | — | — | — | $4.7M | 9.7% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $4.7M | 9.5% | |
| Stock Fund SDR JP Morgan MGL Large Cap Growth Fund R6 | — | — | — | $3.9M | 7.9% | |
| Investments R6 * Fidelity Investments Fidelity Blue Chip Growth Fund K | — | — | — | $3.0M | 6.1% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $3.0M | 6.1% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $2.9M | 5.9% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $2.9M | 5.8% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $1.9M | 3.8% | |
| JPMorgan JP Morgan MID CAP Growth Fund | — | — | — | $1.7M | 3.4% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $1.5M | 3.1% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $1.4M | 2.8% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $1.4M | 2.8% | |
| Bond Fund R6 NYLI CBRE Real Estate Fund R6 | — | — | — | $1.2M | 2.5% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.2M | 2.4% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $910K | 1.9% | |
| Goldman Sachs Goldman Sachs GQG Partners | — | — | — | $841K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $732K | 1.5% | |
| Company Fund Pioneer Investments Pioneer Bond K Fund | — | — | — | $648K | 1.3% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $591K | 1.2% | |
| R6 NYLI Mackay High Yield Corporate | — | — | — | $528K | 1.1% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $512K | 1.0% | |
| Fund K6 Virtus KAR Mid-Cap Core I Fund | — | — | — | $444K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $404K | 0.8% | |
| Invesco International Small | Mutual Funds | — | — | $389K | 0.8% | |
| Notes Receivable 6.25% - 9.50%, maturing through | — | — | — | $369K | 0.8% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $307K | 0.6% | |
| International Opportunities Fund R6 WEITZ Core Plus Income Fund IS | — | — | — | $165K | 0.3% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $163K | 0.3% | |
| Similar Party Maturity Value (d) Cost** Value American Funds American Funds New World Fund | — | — | — | $109K | 0.2% | |
| Hartford Schroders Hartford Schroders International | — | — | — | $87K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $11K | <0.1% | |
| Lord Abbett Lord Abbett Developing Growth | — | — | — | $2K | <0.1% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |