Shari's Management Corporation 401(k) Plan: Login, Facts & Contact Information

Shari's Management Corporation 401(k) Plan Facts

Plan name
SHARI'S MANAGEMENT 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHARI'S MANAGEMENT CORPORATION
Participants
2,695 (2,098 active employees)
Former employees with a balance
269
Plan assets
$12,212,780 at Dec 31, 2022
Average account balance
$24,873 across 491 accounts
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Apr 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $781,325 went into the plan in contributions.
  • $1.73 million was paid out to participants.
  • Administrative expenses were $50,106, about $102 per account.

How the Shari's Management Corporation 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20172,395$18.5 million$0$1.46 million
20182,326$15.5 million$0$3.08 million
20192,158$17.3 million$0$2.30 million
20202,126$16.5 million$0$3.45 million
20213,049$15.9 million$0$3.49 million
20222,695$12.2 million$0$1.73 million

Shari's Management Corporation 401(k) Contact Information

Phone
971-910-5700
Mailing address
8285 SW NIMBUS AVE SUITE 150, BEAVERTON OR 97008
Plan sponsor
SHARI'S MANAGEMENT CORPORATION
Employer identification number (EIN)
93-1263136
Plan number
001

Questions about the Shari's Management Corporation 401(k)

Does Shari's Management Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Shari's Management Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Shari's Management Corporation 401(k) plan?

2,695 participants at the start of plan year 2022, 2,098 of them active employees, and 269 former employees who still had money in the plan.

What is the average 401(k) balance at Shari's Management Corporation?

About $24,873 per account: $12.2 million in plan assets across 491 accounts with a balance at the end of plan year 2022.

Who manages the Shari's Management Corporation 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Shari's Management Corporation. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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