How big is Sharp Transit, LLC's plan?

Sharp Transit, LLC's plan reported $7.3M in assets and 599 participants for 2024.

Original filing (PDF)20251015134351NAL0006279792001

Sharp Transit, LLC

Name: Sharp Transit, LLC — Sharp Transit, LLC Employees, Form 5500 (2024)
Creator: Sharp Transit, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sharp Transit, LLC Employees 401(k) Retirement Plan

401(k) retirement plan · Sharp Transit, LLC's Sharp Transit, LLC Employees 401(k) Retirement Plan held $7.3M in plan assets for 599 participants in 2024.

Signals · 3

Possibly inadequate fidelity bondNo recordkeeper disclosed9 service providers

Active participants

599

Accounts w/ balance

181

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Robert Taylor signed Sharp Transit, LLC's 2024 Form 5500 as plan administrator.

Robert Taylor — 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

Sharp Transit, LLC's EIN is 56-2206676.

EIN 56-2206676

Plan number 001

Plan year 2024

ACK ID 20251015134351NAL0006279792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sharp Transit, 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 SHARP TRANSIT, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

SHARP TRANSIT, LLC

EIN

all filings

Address

1355 LONG FERRY RD · SALISBURY, NC · 28146

Phone

(704) 630-1160

Industry

Transportation & Warehousing

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

2025-10-15

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

9 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$41K	—
AMERICAN FUNDS	95-1411037	—	NONE	$0	—
FIDELITY	04-2647786	—	NONE	$0	—
PRUDENTIAL FUND	22-3703799	—	NONE

Investments

25 direct securities · 1 pooled fund· $7.3M(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.

Other securities

$6.4M

18 holdings

Mutual Funds

$358K

5 holdings

Common Collective Trusts

$306K

1 holding

Bonds / Notes

$217K

1 holding

Common Collective Trust

$51K

1 holding

					% of plan
T. Rowe Price Retirement 2030 Inv Mutual Fund	Other securities	—	—	$1.0M	13.8%
T. Rowe Price Retirement 2025 Inv Mutual Fund	Other securities	—	—	$995K	13.6%
T. Rowe Price Retirement 2060 Inv Mutual Fund	Other securities	—	—	$811K	11.1%
T. Rowe Price Retirement 2040 Inv Mutual Fund	Other securities	—	—	$792K	10.8%
T. Rowe Price Retirement 2035 Inv Mutual Fund	Other securities	—	—	$672K	9.2%
T. Rowe Price Retirement 2010 Inv Mutual Fund	Other securities	—	—	$474K	6.5%
T. Rowe Price Retirement 2055 Inv Mutual Fund	Other securities	—	—	$466K	6.4%
T. Rowe Price Retirement 2050 Inv Mutual Fund	Other securities	—	—	$409K	5.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$306K	4.2%
JPMorgan Large Cap Grow Th R6 Mutual Fund	Other securities	—	—	$260K	3.6%
Participant Loans Interest Rates 4.25% - 9.50%	Bonds / Notes	—	—	$217K	3.0%
T. Rowe Price Retirement 2045 Inv Mutual Fund	Other securities	—	—	$164K	2.2%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$153K	2.1%
MFS International Grow Th Fund Class R Mutual Fund	Mutual Funds	—	—	$117K	1.6%
T. Rowe Price Retirement 2015 Inv Mutual Fund	Other securities	—	—	$99K	1.4%
Principal Real Estate Securities Fd R-6 Mutual Fund	Other securities	—	—	$99K	1.3%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$63K	0.9%
STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$51K	0.7%
Pgim Total Return Bond R6 Mutual Fund	Other securities	—	—	$39K	0.5%
Columbia Small Cap Grow Th Inst3 Mutual Fund	Other securities	—	—	$30K	0.4%
T. Rowe Price Retirement 2020 Inv Mutual Fund	Other securities	—	—	$28K	0.4%
T. Rowe Price Retirement 2065 Inv Mutual Fund	Other securities	—	—	$23K	0.3%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$20K	0.3%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$15K	0.2%
T. Rowe Price Government Money Inv Mutual Fund	Other securities	—	—	$5K	<0.1%
Fidelity Us Bond Index Mutual Fund	Mutual Funds	—	—	$5K	<0.1%