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Original filing (PDF)20250724100047NAL0002546979001
SHARP IRON GROUP, LLC
Form 5500
FILING_RECEIVED
THE MASTER 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
170
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP IRON GROUP, LLC.
Plan sponsor
Name
SHARP IRON GROUP, LLC
EIN
75-2890621
Address
1206 HATTON ROAD · WICHITA FALLS, TX · 76302
Phone
(940) 766-4545
Industry
Manufacturingsee 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
2025-07-24
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREEMON, SHAPARD & STORY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $19K | — |
Investments
26 direct securities · 1 pooled fund· $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
$8.4M
25 holdings
Common Collective Trust
$231K
1 holding
Mutual Funds
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Vang Inst Target Ret 2030 | — | — | — | $1.3M | 15.2% | |
| Fidelity 500 Index | — | — | — | $1.1M | 12.5% | |
| Vanguard Vang Inst Target Ret 2045 | — | — | — | $910K | 10.8% | |
| Vanguard Vang Inst Target Ret 2020 | — | — | — | $732K | 8.7% | |
| Vanguard Vang Inst Target Ret 2035 | — | — | — | $715K | 8.5% | |
| Vanguard Vang Inst Target Ret 2025 | — | — | — | $645K | 7.7% | |
| Vanguard Vang Inst Target Ret Inc | — | — | — | $567K | 6.7% | |
| Vanguard Vang Inst Target Ret 2040 | — | — | — | $446K | 5.3% | |
| Vanguard Vang Inst Target Ret 2060 | — | — | — | $426K | 5.1% | |
| Vanguard Vang Inst Target Ret 2050 | — | — | — | $313K | 3.7% | |
| Lord Abbett Short Duration Income 1 807 Oppenheimer Global Y | — | — | — | $256K | 3.0% | |
| Party in Borrower, Lessor, or Rate of Interest, Collateral, Value Interest Similar Party Par, or Maturity Value 2023 Common Collective Trust Fund * Fidelity Managed Income Portfolio | — | — | — | $231K | 2.7% | |
| 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% | — | — | — | $222K | 2.6% | |
| Vanguard Vang Inst Target Ret 2055 | — | — | — | $151K | 1.8% | |
| Vanguard Vang Midcap Grth Inv | — | — | — | $82K | 1.0% | |
| Vanguard Vang Smcp Gr Idx Adm | — | — | — | $81K | 1.0% | |
| Vanguard Vang Mdcpval Idx Adm | — | — | — | $79K | 0.9% | |
| Vanguard Vang Inst Target Ret 2065 | — | — | — | $58K | 0.7% | |
| Vanguard Vang Div Growth Inv | — | — | — | $49K | 0.6% | |
| Vanguard Vang Sm Cap Indx Adm | — | — | — | $44K | 0.5% | |
| Fidelity Mid Cap Index | — | — | — | $37K | 0.4% | |
| First Eagle Global Fund | — | — | — | $14K | 0.2% | |
| Delaware Small Cap Value | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Intl Index Pr | — | — | — | $9K | 0.1% | |
| PGIM Principal High Yield | — | — | — | $7K | <0.1% | |
| PGIM Total Ret Bond Z | — | — | — | $6K | <0.1% |