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Original filing (PDF)20251001150034NAL0012758257001
SHARP SHOPPER, INC.
Form 5500
FILING_RECEIVED
THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
360
Accounts w/ balance
440
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP SHOPPER, INC..
Plan sponsor
Name
SHARP SHOPPER, INC.
EIN
23-2985791
Address
1100 SHARP AVENUE · EPHRATA, PA · 17522
Phone
(717) 733-9555
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIMON LEVER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERENCE TRUST COMPANY | 35-2140529 | — | NONE | $13K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
Investments
28 direct securities · 1 pooled fund· $14.9M(100% 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
$14.6M
28 holdings
Common Collective Trust
$284K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2025 K6 Fidelity 0 | — | — | — | $2.0M | 13.2% | |
| Fidelity Advisor Freedom 2030 K6 Fidelity 0 | — | — | — | $2.0M | 13.2% | |
| Fidelity Advisor Freedom 2035 K6 Fidelity 0 | — | — | — | $1.8M | 12.2% | |
| Fidelity Advisor Freedom 2020 K6 Fidelity 0 | — | — | — | $1.6M | 10.8% | |
| Fidelity Advisor Freedom 2055 K6 Fidelity 0 | — | — | — | $1.5M | 10.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 7.0% | |
| Fidelity Advisor Freedom 2050 K6 Fidelity 0 | — | — | — | $810K | 5.4% | |
| Fidelity Advisor Freedom 2045 K6 Fidelity 0 | — | — | — | $778K | 5.2% | |
| Fidelity Advisor Freedom 2040 K6 Fidelity 0 | — | — | — | $760K | 5.1% | |
| Calvert US Large Cap Gr Respon Ind I Calvert 0 | — | — | — | $550K | 3.7% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $381K | 2.6% | |
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $284K | 1.9% | |
| American Funds EuroPacific Gr R5 American Funds 0 | — | — | — | $266K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $179K | 1.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $172K | 1.2% | |
| Calvert US Large Cap Val Respon Ind I Calvert 0 23 DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $139K | 0.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $106K | 0.7% | |
| BlackRock Strategic Global Bond K BlackRock 0 | — | — | — | $102K | 0.7% | |
| Vanguard Inflation-Protected Sec Inv Vanguard 0 | — | — | — | $96K | 0.6% | |
| Calvert Small Cap Fund I Calvert 0 | — | — | — | $77K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $77K | 0.5% | |
| Impax Intl Sustainable Economy Instl Impax 0 | — | — | — | $69K | 0.5% | |
| Parnassus Fixed Income Instl Parnassus 0 | — | — | — | $55K | 0.4% | |
| PIMCO Total Return Instl PIMCO 0 | — | — | — | $42K | 0.3% | |
| Fidelity Advisor Freedom 2060 K6 Fidelity 0 | — | — | — | $22K | 0.1% | |
| Fidelity Advisor Freedom 2065 K6 Fidelity 0 | — | — | — | $16K | 0.1% | |
| Fidelity Advisor Freedom Income K6 Fidelity 0 | — | — | — | $12K | <0.1% | |
| Harbor Capital Appreciation Instl Harbor 0 | — | — | — | $4K | <0.1% | |
| Parnassus Mid Cap Instl Parnassus 0 23 Parnassus Core Equity Inst Parnassus 0 | — | — | — | $3K | <0.1% |
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