Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHARIF FINANCIAL CORPORATION
EIN 68-0351407luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
50
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 50 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHARIF FINANCIAL CORPORATION SAFE HARBOR 401K PLAN
401k
Assets$3.2M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHARIF FINANCIAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHARIF FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | 401k | $3.2M | 38 | 2024 | |
| 002 | SHARIF FINANCIAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 12 | 2025 |
Retirement plans