Sharpe Dry Goods Company of Checotah 401(k) match, vesting and fees
What Sharpe Dry Goods Company of Checotah's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Muret Cps, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Sharpe Dry Goods Company of Checotah: employer contribution per participant | $1,277 | |
| Peer median | $1,216 |
| Sharpe Dry Goods Company of Checotah: average balance | $42,594 | |
| Peer median | $50,590 |
| Sharpe Dry Goods Company of Checotah: admin expenses ÷ assets | 0.73% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.1M at the end of plan year 2022 to $5.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $5.8M | $172K | $1,277 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 144 | $5M | $193K | $1,464 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 143 | $4.1M | $231K | $1,851 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Sharpe Dry Goods Company of Checotah match 401(k) contributions?
The match terms for the Sharpe Dry Goods of Checotah 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $172K in employer contributions, about $1,277 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sharpe Dry Goods Company of Checotah 401(k) match vested?
The vesting schedule for the Sharpe Dry Goods of Checotah 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sharpe Dry Goods Company of Checotah 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Sharpe Dry Goods Company of Checotah, LLC.
I left Sharpe Dry Goods Company of Checotah. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sharpe Dry Goods Company of Checotah, LLC, (918) 473-8115) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Sharpe Dry Goods Company of Checotah old 401(k) page lists the contacts from every plan filing. Find an old Sharpe Dry Goods Company of Checotah 401(k)
Data from the public Form 5500 annual reports Sharpe Dry Goods Company of Checotah filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sharpe Dry Goods Company of Checotah. Not financial advice. Report a correction · Methodology