Rob Cohen signed Sharp Packaging Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Packaging Services LLC's EIN is 23-1989163.
Download the official 2024 Form 5500 (PDF) for Sharp Packaging Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Packaging Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | ADVISOR | $11K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $2 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $12.5M | 18.5% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $8.9M | 13.1% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $7.8M | 11.5% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $6.3M | 9.3% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $5.0M | 7.4% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $4.6M | 6.7% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $3.7M | 5.4% | |
| VANGUARD RETRMNT SAVINGS TRUST VANGUARD · EIN 23-2186884 / PN 034 | Common Collective Trust | — | — | $3.2M | 4.8% | |
| Vanguard Retrmnt Savings Trust | Mutual Funds | — | — | $3.2M | 4.8% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $2.5M | 3.7% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 3.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.1M | 1.7% | |
| Vanguard Growth Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $967K | 1.4% | |
| Vanguard Wellington Fund Admiral Shares N/R | Mutual Funds | — | — | $904K | 1.3% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $901K | 1.3% | |
| Self-Directed Brokerage Accounts Charles Schwab Personal Choice Reitrement Account N/R | Self-Directed Brokerage | — | — | $770K | 1.1% | |
| Vanguard Strategic Equity Fund Investor N/R | Mutual Funds | — | — | $667K | 1.0% | |
| Shares Fidelity Investments Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $667K | 1.0% | |
| Vanguard Windsor Fund Admiral Shares N/R | Mutual Funds | — | — | $596K | 0.9% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $537K | 0.8% | |
| John Hancock John Hancock Bond Fund Class R6 N/R | Other securities | — | — | $495K | 0.7% | |
| STATE STREET S&P 500 IDX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $473K | 0.7% | |
| Vanguard Val Index Adm | Mutual Funds | — | — | $390K | 0.6% | |
| Vanguard Prime Money Mkt Admiral | Mutual Funds | — | — | $358K | 0.5% | |
| Market Fund Admiral Shares Fidelity Investments Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $343K | 0.5% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $267K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $230K | 0.3% | |
| Insurance Contracts at Contract Value * Transamerica Life Insurance Transamerica Guaranteed Investment Option N/R | Other securities | — | — | $229K | 0.3% | |
| MFS International Diversification Fund Class N/R | Mutual Funds | — | — | $219K | 0.3% | |
| AB US LG CAP GR L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $212K | 0.3% | |
| R6 Fidelity Investments Fidelity Advisor Small Cap Value Fund - Class N/R | Mutual Funds | — | — | $163K | 0.2% | |
| Class L Fund * State Street Bank and Trust State Street Emerging Markets Index N/R | Other securities | — | — | $141K | 0.2% | |
| STATE ST EMRG MKTS IDX SL CL II STATE STREET · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $141K | 0.2% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $130K | 0.2% | |
| STATE ST RUSSELL SM CP IDX SL CL II STATE STREET · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $80K | 0.1% | |
| Company Securities Lending Series Fund Class II * State Street Bank and Trust State Street S&P Midcap Index Securities N/R | Common Stocks | — | — | $76K | 0.1% | |
| STATE ST S&P MD CP IDX SL CL XIV STATE STREET · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $76K | 0.1% | |
| Z Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $66K | <0.1% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $52K | <0.1% | |
| State Street State Street Institutional U.S. Government N/R | Cash / Money Market | — | — | $21K | <0.1% | |
| Money Market Fund Premier Class * Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
