How big is Sharma Strategy Consulting, LLC's plan?

Sharma Strategy Consulting, LLC's plan reported $6.3M in assets and 22 participants for 2024.

Original filing (PDF)20250603110629NAL0010152545001

Sharma Strategy Consulting, LLC

Name: Sharma Strategy Consulting, LLC — Sharma Strategy, Form 5500 (2024)
Creator: Sharma Strategy Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharma Strategy Group Profit Sharing Plan

401(k) retirement plan · Sharma Strategy Consulting, LLC's Sharma Strategy Group Profit Sharing Plan held $6.3M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

AMY Haller signed Sharma Strategy Consulting, LLC's 2024 Form 5500 as plan administrator.

AMY Haller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sharma Strategy Consulting, LLC's EIN is 45-5448790.

EIN 45-5448790

Plan number 001

Plan year 2024

ACK ID 20250603110629NAL0010152545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharma Strategy Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharma Strategy Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score