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Original filing (PDF)20251015110522NAL0004365521001
SHARP HEALTHCARE
Form 5500
FILING_RECEIVED
SHARPSAVER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
13,999
Accounts w/ balance
—
Plan assets (EOY)
$686.7M
Net assets (EOY)
$684.3M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 490% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP HEALTHCARE.
Plan sponsor
Name
SHARP HEALTHCARE
EIN
95-6077327
Address
8695 SPECTRUM CENTER BLVD. · SAN DIEGO, CA · 921231489
Phone
(858) 499-4541
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | TRUST | $2.4M | — |
Investments
4 direct securities · 8 pooled funds· $1.0B(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.
Common Collective Trust
$665.7M
8 holdings
Uncategorized
$339.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 14-YEAR LDI FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | — | $137.3M | $140.8M | 20.5% | |
| RITC RUSS INV RUSS 1000 IND FD SR I | — | — | $45.7M | $139.6M | 20.3% | |
| RUSSELL 1000 INDEX FUND SR I RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 033 | Common Collective Trust | — | — | $139.6M | 20.3% | |
| RITC INTL FDINTL FD | — | — | $76.1M | $117.5M | 17.1% | |
| INTERNATIONAL FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | — | $117.5M | 17.1% | |
| 25-PLUS YR STRIPS FIXD INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | — | $158.0M | $112.9M | 16.4% | |
| RITC 15 TO 20 YR STRIPS FIXED IN FD | — | — | $59.4M | $50.7M | 7.4% | |
| 15 TO 20-YR STRIPS FIXD INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | — | — | $50.7M | 7.4% | |
| EMERGING MARKETS FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 010 | Common Collective Trust | — | $32.0M | $39.1M | 5.7% | |
| EQUITY II FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | $18.1M | $33.2M | 4.8% | |
| RITC 10 TO 15 YR STRIPS FIXED IN FD | — | — | $34.5M | $32.0M | 4.7% | |
| 10 TO 15-YR STRIPS FIXD INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 010 | Common Collective Trust | — | — | $32.0M | 4.7% |