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Original filing (PDF)20250922083959NAL0004461953001
WE ARE SHARING HOPE SC
Form 5500
FILING_RECEIVED
WE ARE SHARING HOPE SC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~97 bps in Sched C fees
Active participants
115
Accounts w/ balance
163
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 97 bps in Schedule C fees — 87% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WE ARE SHARING HOPE SC.
Plan sponsor
Name
WE ARE SHARING HOPE SC
EIN
57-0875658
Address
2215 HENRY TECKLENBURG DR. · CHARLESTON, SC · 29414
Phone
(843) 763-7755
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWRPC LLC | — | PUYALLUP, WA | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, INC. | — | FORT WAYNE, IN | OTHER | $0 | — |
Investments
28 direct securities · 11 pooled funds· $8.7M(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
$6.4M
27 holdings
Pooled Separate Account
$2.3M
11 holdings
Mutual Funds
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $1.6M | 18.6% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $757K | 8.7% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $602K | 6.9% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $564K | 6.5% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $474K | 5.4% | |
| Massachusetts Mutual Life Insurance CompanyGuaranteed Investment Contract | — | — | — | $469K | 5.4% | |
| T. Rowe Price Dividend Growth I | — | — | — | $413K | 4.8% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $369K | 4.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $362K | 4.2% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $324K | 3.7% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $322K | 3.7% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $298K | 3.4% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $249K | 2.9% | |
| Vanguard Explorer Adm | — | — | — | $195K | 2.2% | |
| LARGE CAP GR/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $154K | 1.8% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $150K | 1.7% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $140K | 1.6% | |
| American Funds New Perspective R6 | — | — | — | $133K | 1.5% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $131K | 1.5% | |
| BlackRock Mid Cap Growth Equity K | — | — | — | $128K | 1.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $128K | 1.5% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $113K | 1.3% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $101K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $89K | 1.0% | |
| Nuveen Real Estate Securities Select R6 | — | — | — | $80K | 0.9% | |
| AMERICAN FUNDS EURO GROWTH R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $71K | 0.8% | |
| Columbia Small Cap Value I Instl 3 | — | — | — | $47K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $43K | 0.5% | |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $32K | 0.4% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $30K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $30K | 0.3% | |
| Columbia Overseas Value Instl 3 | — | — | — | $16K | 0.2% | |
| PGIM Short-Term Corporate Bd Z | — | — | — | $7K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $6K | <0.1% | |
| VANGUARD LONG-TERM INVESTMENT GRADE VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Mass Mutual US Govt Mny Mkt R5 | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Income Inv | — | — | — | $1K | <0.1% | |
| Principal Small Cap Growth I R6 | — | — | — | $1K | <0.1% |
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