Original filing (PDF)20250416171221NAL0008939328001

SHARPER EDGE PROPERTIES INC

Name: SHARPER EDGE PROPERTIES INC — SHARPER EDGE PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SHARPER EDGE PROPERTIES INC

Form 5500-SF

FILING_RECEIVED

SHARPER EDGE PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 SHARPER EDGE PROPERTIES INC.

Plan sponsor

Name

SHARPER EDGE PROPERTIES INC

EIN

47-3310705

Address

2653 ROOSEVELT ST STE D · CARLSBAD, CA · 920081667

Phone

(760) 547-2759

Industry

Real Estatesee 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

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TEAM BAGLIETTO, INC.

TEAM BAGLIETTO, INC. 401(K) PROFIT SHARING PLAN

$3.1M · 3 participants

FORT SUTTER COMPANY,A CALIFORNIA CORPORATION

FORT SUTTER COMPANY PROFIT SHARING PLAN

$3.1M · 2 participants

EQUITY INVESTMENT GROUP, INC.

EQUITY INVESTMENT GROUP, INC. RETIREMENT READINESS 401(K) PLAN AND TRUST

$3.1M · 12 participants

OBRECHT REALTY SERVICES, INC.

OBRECHT REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN

$3.1M · 26 participants

ROBIE PROPERTIES, LLC