The Sharp Employees Savings And Investment Plan
Sponsored by Sharp Electronics Corporation · EIN 131968872 · Plan #003
- Total assets
- $473M
- Net assets
- $472M
- Active participants
- 1,692
- With balances
- 2,581
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $114,793 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $78,000 |
| Day Pitney Llp | Legal, Direct payment from the plan | $18,979 |
| Oconnor Davies Llp | Accounting, Direct payment from the plan | $14,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $0 |