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Original filing (PDF)20250702162918NAL0020119792001
SHARP, THUNSTROM, & BATSON
Form 5500-SF
FILING_RECEIVED
SHARP, THUNSTROM, & BATSON 401(K) P/S PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP, THUNSTROM, & BATSON.
Plan sponsor
Name
SHARP, THUNSTROM, & BATSON
EIN
95-2862435
Address
4710 4TH ST STE 100 · LA MESA, CA · 91941
Phone
(619) 463-5548
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-07-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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