· 2022–2024 · DOL EFAST2

Sharada Capital Management, LLC — Sharada Capital, Form 5500 (2024)

Original filing (PDF)20250915090130NAL0002077650001

Sharada Capital Management, LLC

Form 5500-SF

FILING_RECEIVED

Sharada Capital Management, LLC Profit Sharing Plan

Defined-contribution retirement plan · Sharada Capital Management, LLC's Sharada Capital Management, LLC Profit Sharing Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARADA CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

SHARADA CAPITAL MANAGEMENT, LLC

EIN

26-4416895all filings

Address

4976 HUBNER CIRCLE · SARASOTA, FL · 34241

Phone

(773) 230-4800

Industry

Finance & Insurance

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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