Plan Snapshot
- Plan Sponsor: Shamrock Foods Company
- Sponsor EIN: 860209968
- Sponsor Address: 3900 E CAMELBACK RD, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 5,985
- Total Assets: $454.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,985 | $454.8M | $20.5M | $35.3M |
| 2023 | 5,194 | $393.2M | $19.7M | $33.2M |
| 2022 | 4,880 | $324.2M | $18.8M | $30.4M |
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 | $14,416 | — | $14,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,416
- Estimated Expense Ratio: 0.003% 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 | $725,151 | $235,410 | $3,600 | $14,416 | — |
| 2023 | $686,133 | $195,557 | $600 | $16,780 | — |
| 2022 | $590,770 | — | — | — | — |