Plan Snapshot
- Plan Sponsor: Shamrock Foods Company
- Sponsor EIN: 860209968
- Sponsor Address: 3900 EAST CAMELBACK ROAD, PHOENIX, AZ, 85018
- Plan Type: DB
- Plan Number: 001
- Total Participants: 147
- Total Assets: $90.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 147 | $90.2M | $8.0M | $0 |
| 2022 | 738 | $125.2M | $155,850 | $0 |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS | Other Service Provider | $225,805 | — | $225,805 |
| 3EDGE ASSET MANAGEMENT LP | Other Service Provider | $174,664 | — | $174,664 |
| AON INVESTMENTS USA INC | Other Service Provider | $128,710 | — | $128,710 |
| CBIZ CPAS, P.C. | Other Service Provider | $28,770 | — | $28,770 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $557,949
- Estimated Expense Ratio: 0.619% 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 |
|---|---|---|---|---|---|
| 2023 | $1,054,867 | $529,180 | — | $28,770 | — |
| 2022 | $2,067,689 | $439,083 | $1,471,089 | — | $23,320 |