Plan Snapshot
- Plan Sponsor: Shamrock Home Loans, INC.
- Sponsor EIN: 050447801
- Sponsor Address: 75 NEWMAN AVE, RUMFORD, RI, 02916
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 1 | $5.5M | $0 | $450,094 |
| 2022 | 97 | $4.9M | $234,402 | $563,564 |
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 |
|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT | Other Service Provider | $83,054 | — | $83,054 |
| CARON & BLETZER, PLLC | Auditor | $58,200 | — | $58,200 |
| BENEFIT PLAN ADMIN SERVICES, INC. | Recordkeeper | $52,454 | — | $52,454 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
- BENEFIT PLAN ADMIN SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,708
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 | — | — | — | — | — |
| 2023 | $96,853 | $55,003 | — | $29,100 | — |
| 2022 | $49,907 | $33,963 | $15,944 | — | — |