AUMdb

Sharp Corporation Retirement Plan

Sponsored by Sharp Corporation · EIN 231989163 · Plan #001

Total assets
$37.9M
Net assets
$37.9M
Active participants
708
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Investment management fees (indirect) $150,125
Mercer Us Llc Actuarial, Direct payment from the plan $50,241
Cbiz Benefits & Insurance Services Recordkeeping $39,750
Transamerica Retirement Solutions Actuarial, Claims processing, Recordkeeping $0