# Shamrock Management, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/shamrock-management-l-l-c-401k-plan

> Shamrock Management, L.L.C.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shamrock Management, L.L.C.

- **Sponsor EIN:** 721398061

- **Sponsor Address:** 4800 HIGHWAY 311, HOUMA, LA, 70360

- **Plan Type:** 401(k)

- **Total Participants:** 11

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|11|$4.2M|$0|$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|

| L.A. CHAMPAGNE & CO. LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$5,294|—|—|—|—|

## Similar Plans

- [Jack Lawton, LLC](https://planprovider.pro/companies/jack-lawton-llc-401k-plan) — 14 participants

- [Estate Of William G. Helis](https://planprovider.pro/companies/estate-of-william-g-helis-plan) — 4 participants

- [Intermoor INC.](https://planprovider.pro/companies/intermoor-inc-401k-plan) — 127 participants

- [Llog Exploration Company, L.L.C.](https://planprovider.pro/companies/llog-exploration-company-l-l-c-401k-plan) — 148 participants

- [Rheovest Hr, LLC](https://planprovider.pro/companies/rheovest-hr-llc-401k-plan) — 181 participants

- [Crosby Energy Services, INC.](https://planprovider.pro/companies/crosby-energy-services-inc-401k-plan) — 329 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shamrock-management-l-l-c-401k-plan)

© 2026 PlanProvider.Pro