How big is Sharp Advisory Services, Corp.'s plan?

Sharp Advisory Services, Corp.'s plan reported $2.2M in assets and 1 participants for 2024.

Original filing (PDF)20250505135039NAL0012674864001

Sharp Advisory Services, Corp.

Name: Sharp Advisory Services, Corp. — David Sharp Profit, Form 5500 (2024)
Creator: Sharp Advisory Services, Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Sharp Profit Sharing Plan

401(k) retirement plan · Sharp Advisory Services, Corp.'s David Sharp Profit Sharing Plan held $2.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Sharp Advisory Services, Corp.'s EIN is 22-3562363.

EIN 22-3562363

Plan number 003

Plan year 2024

ACK ID 20250505135039NAL0012674864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharp Advisory Services, Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharp Advisory Services, Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARP ADVISORY SERVICES, CORP..

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Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SHARP ADVISORY SERVICES, CORP.

EIN

all filings

Address

16 BARRISTER COURT · FAIR LAWN, NJ · 07410

Phone

(201) 461-1500

Industry

Finance & Insurance

Plan administrator