Plan Snapshot
- Plan Sponsor: Shamrock Farms Company
- Sponsor EIN: 860274102
- Sponsor Address: 3900 E CAMELBACK ROAD, PHEONIX, AZ, 85018
- Plan Type: DC
- Total Participants: 136
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $2.2M | $50,000 | $147,592 |
| 2023 | 88 | $2.4M | $51,818 | $131,466 |
| 2022 | 80 | $2.2M | $100,000 | $119,512 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $2,650 | — | $2,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,650
- Estimated Expense Ratio: 0.121% of plan assets
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 | $26,623 | $2,476 | — | $2,650 | — |
| 2023 | $11,100 | — | — | — | — |
| 2022 | $11,832 | — | — | — | — |