Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHARPE & ASSOCIATES, PLLC
EIN 74-3093240Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$4.3M assets
Welfare
0
Participants
42
6688 N. CENTRAL EXPRESSWAY, #450 - DALLAS, TX 75206214-742-6065
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.3M assets / 42 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
SHARPE & ASSOCIATES, PLLC 401K PLAN
401k
Assets$2.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHARPE & ASSOCIATES, PLLC CASH BALANCE PLAN
CashBalance
Assets$887K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHARPE & ASSOCIATES, PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$476K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHARPE & ASSOCIATES, PLLC 401K PLAN | 401k | $2.9M | 18 | 2024 | |
| 003 | SHARPE & ASSOCIATES, PLLC CASH BALANCE PLAN | CashBalance | $887K | 11 | 2024 | |
| 002 | SHARPE & ASSOCIATES, PLLC PROFIT SHARING PLAN | ProfitSharing | $476K | 13 | 2024 |
Retirement plans