How big is Sharpe Data, Inc.'s plan?

Sharpe Data, Inc.'s plan reported $4.0M in assets and 23 participants for 2023.

Original filing (PDF)20250522115552NAL0008238802001

Sharpe Data, Inc.

Name: Sharpe Data, Inc. — Sharpe Data, Inc. Collective, Form 5500 (2023)
Creator: Sharpe Data, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharpe Data, Inc. Collective Bargained Tax Saver 401(k) Plan

401(k) retirement plan · Sharpe Data, Inc.'s Sharpe Data, Inc. Collective Bargained Tax Saver 401(k) Plan held $4.0M in plan assets for 23 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Keith Costanzo signed Sharpe Data, Inc.'s 2023 Form 5500 as plan administrator.

Keith Costanzo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sharpe Data, Inc.'s EIN is 95-4665649.

EIN 95-4665649

Plan number 001

Plan year 2023

ACK ID 20250522115552NAL0008238802001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sharpe Data, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sharpe Data, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARPE DATA, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score