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Original filing (PDF)20251014154228NAL0001633155001

SHARP CORPORATION

Form 5500
FILING_RECEIVED
SHARP CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Active participants
708
Accounts w/ balance
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
  • 68 bps in Schedule C fees — 136% above peer band of 29 bps.
  • Plan is frozen (1I) — no new benefit accrual.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP CORPORATION.
Plan sponsor
Name
SHARP CORPORATION
EIN
23-1989163
Address
23 CARLAND ROAD · CONSHOHOCKEN, PA · 19428
Phone
(610) 366-8747
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
23-1989163
City
CONSHOHOCKEN, PA
Phone
(610) 239-6609
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOLUTIONS13-3689044RECORD KEEPER$0
Actuary
1
NameEINLocationRelationDirect compIndirect comp
MERCER US LLC36-2668272ACTUARY$50K
Other
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$150K
CBIZ BENEFITS & INSURANCE SERVICES31-1582098NONE$40K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.