Sharp Electronics Corporation Pension Plan
Sponsored by Sharp Electronics Corporation · EIN 131968872 · Plan #001
- Total assets
- $49.8M
- Net assets
- $49.8M
- Active participants
- 110
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 94% | 2024 |
| Well Done, Llc CRD 173736 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Actuarial, Recordkeeping, Direct payment from the plan | $133,510 |
| Sun Life Capital Mgmt Us Llc | Investment management, Direct payment from the plan | $68,322 |
| Captrust Advisors Llc | Investment management, Direct payment from the plan | $41,528 |
| Pkf O'connor Davies, Llp | Accounting, Direct payment from the plan | $14,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,544 |