# Shamrock Farms Company DC Plan
Source: https://planprovider.pro/companies/shamrock-farms-company-plan

> Shamrock Farms Company's DC plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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