Plan Snapshot
- Plan Sponsor: Shamrock Environmental Corporation
- Sponsor EIN: 561885383
- Sponsor Address: 3500 LAKE HERMAN DRIVE, BROWNS SUMMIT, NC, 27214
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 292 | $10.3M | $541,186 | $1.2M |
| 2023 | 244 | $10.5M | $521,819 | $1.3M |
| 2022 | 289 | $8.5M | $459,123 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,915 | $31,890 | $10,500 | — | — |
| 2023 | $44,006 | $30,456 | $10,125 | — | — |
| 2022 | $37,113 | $37,113 | — | — | — |