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Original filing (PDF)20251015134351NAL0006279792001
SHARP TRANSIT, LLC
Form 5500
FILING_RECEIVED
SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
599
Accounts w/ balance
181
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP TRANSIT, LLC.
Plan sponsor
Name
SHARP TRANSIT, LLC
EIN
56-2206676
Address
1355 LONG FERRY RD · SALISBURY, NC · 28146
Phone
(704) 630-1160
Industry
Transportation & Warehousingsee 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
2025-10-15
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
Audit & trust (Schedule H)
Auditor
LONG CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| 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 | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| PRINCIPAL FUND | 42-1520346 | — | NONE | $0 | — |
| ALLSPRING GLOBAL | 41-0449260 | — | NONE | $0 | — |
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.
Uncategorized
$7.3M
25 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Inv Mutual Fund | — | — | — | $1.0M | 13.8% | |
| T. Rowe Price Retirement 2025 Inv Mutual Fund | — | — | — | $995K | 13.6% | |
| T. Rowe Price Retirement 2060 Inv Mutual Fund | — | — | — | $811K | 11.1% | |
| T. Rowe Price Retirement 2040 Inv Mutual Fund | — | — | — | $792K | 10.8% | |
| T. Rowe Price Retirement 2035 Inv Mutual Fund | — | — | — | $672K | 9.2% | |
| T. Rowe Price Retirement 2010 Inv Mutual Fund | — | — | — | $474K | 6.5% | |
| T. Rowe Price Retirement 2055 Inv Mutual Fund | — | — | — | $466K | 6.4% | |
| T. Rowe Price Retirement 2050 Inv Mutual Fund | — | — | — | $409K | 5.6% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $306K | 4.2% | |
| JPMorgan Large Cap Grow Th R6 Mutual Fund | — | — | — | $260K | 3.6% | |
| Participant Loans Interest Rates 4.25% - 9.50% | — | — | — | $217K | 3.0% | |
| T. Rowe Price Retirement 2045 Inv Mutual Fund | — | — | — | $164K | 2.2% | |
| MFS Value R6 Mutual Fund | — | — | — | $153K | 2.1% | |
| MFS International Grow Th Fund Class R Mutual Fund | — | — | — | $117K | 1.6% | |
| T. Rowe Price Retirement 2015 Inv Mutual Fund | — | — | — | $99K | 1.4% | |
| Principal Real Estate Securities Fd R-6 Mutual Fund | — | — | — | $99K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $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 | — | — | — | $39K | 0.5% | |
| Columbia Small Cap Grow Th Inst3 Mutual Fund | — | — | — | $30K | 0.4% | |
| T. Rowe Price Retirement 2020 Inv Mutual Fund | — | — | — | $28K | 0.4% | |
| T. Rowe Price Retirement 2065 Inv Mutual Fund | — | — | — | $23K | 0.3% | |
| Fidelity Total Intl Index Mutual Fund | — | — | — | $20K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $15K | 0.2% | |
| T. Rowe Price Government Money Inv Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Us Bond Index Mutual Fund | — | — | — | $5K | <0.1% |
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