# Shamrock Foods Company 401(k) Plan
Source: https://planprovider.pro/companies/shamrock-foods-company-401k-plan

> Shamrock Foods Company's 401(k) plan: 5,985 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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