Michael Stanford signed Sharp Iron Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Iron Group, LLC's EIN is 75-2890621.
Download the official 2024 Form 5500 (PDF) for Sharp Iron Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Iron Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Vang Inst Target Ret 2030 | Mutual Funds | — | — | $1.3M | 15.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 12.5% | |
| Vanguard Vang Inst Target Ret 2045 | Mutual Funds | — | — | $910K | 10.8% | |
| Vanguard Vang Inst Target Ret 2020 | Mutual Funds | — | — | $732K | 8.7% | |
| Vanguard Vang Inst Target Ret 2035 | Mutual Funds | — | — | $715K | 8.5% | |
| Vanguard Vang Inst Target Ret 2025 | Mutual Funds | — | — | $645K | 7.7% | |
| Vanguard Vang Inst Target Ret Inc | Mutual Funds | — | — | $567K | 6.7% | |
| Vanguard Vang Inst Target Ret 2040 | Mutual Funds | — | — | $446K | 5.3% | |
| Vanguard Vang Inst Target Ret 2060 | Mutual Funds | — | — | $426K | 5.1% | |
| Vanguard Vang Inst Target Ret 2050 | Mutual Funds | — | — | $313K | 3.7% | |
| Lord Abbett Short Duration Income 1 807 Oppenheimer Global Y | Mutual Funds | — | — | $256K | 3.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $231K | 2.7% | |
| Notes Receivable from Participants Interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $222K | 2.6% | |
| Vanguard Vang Inst Target Ret 2055 | Mutual Funds | — | — | $151K | 1.8% | |
| Vanguard Vang Midcap Grth Inv | Mutual Funds | — | — | $82K | 1.0% | |
| Vanguard Vang Smcp Gr Idx Adm | Common Collective Trusts | — | — | $81K | 1.0% | |
| Vanguard Vang Mdcpval Idx Adm | Common Collective Trusts | — | — | $79K | 0.9% | |
| Vanguard Vang Inst Target Ret 2065 | Mutual Funds | — | — | $58K | 0.7% | |
| Vanguard Vang Div Growth Inv | Mutual Funds | — | — | $49K | 0.6% | |
| Vanguard Vang Sm Cap Indx Adm | Mutual Funds | — | — | $44K | 0.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $37K | 0.4% | |
| First Eagle Global Fund | Other securities | — | — | $14K | 0.2% | |
| Delaware Small Cap Value | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Intl Index Pr | Mutual Funds | — | — | $9K | 0.1% | |
| PGIM Principal High Yield | Other securities | — | — | $7K | <0.1% | |
| PGIM Total Ret Bond Z | U.S. Treasuries | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
