Original filing (PDF)20250915090130NAL0002077650001

SHARADA CAPITAL MANAGEMENT, LLC

Name: SHARADA CAPITAL MANAGEMENT, LLC — SHARADA CAPITAL MANAGEMENT, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHARADA CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SHARADA CAPITAL MANAGEMENT, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARADA CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

SHARADA CAPITAL MANAGEMENT, LLC

EIN

26-4416895

Address

4976 HUBNER CIRCLE · SARASOTA, FL · 34241

Phone

(773) 230-4800

Industry

Finance & Insurancesee 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

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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