Shamrock Development, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shamrock Development, INC.
  • Sponsor EIN: 351405922
  • Sponsor Address: 5775 NIMTZ PARKWAY, SUITE 200, SOUTH BEND, IN, 46628
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$2.5M$32,437$110,027
202314$2.1M$32,912$109,552
202211$1.7M$39,209$108,529

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