Plan Snapshot
- Plan Sponsor: Shamrock Technologies, INC.
- Sponsor EIN: 131568209
- Sponsor Address: FOOT OF PACIFIC STREET, NEWARK, NJ, 07114
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $21.3M
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 | 172 | $21.3M | $507,090 | $1.2M |
| 2023 | 179 | $20.7M | $559,472 | $1.1M |
| 2022 | 200 | $20.7M | $311,650 | $935,971 |
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 |
|---|---|---|---|---|
| MSPC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC — Auditor
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 | $43,938 | $28,953 | — | — | — |
| 2023 | $94,813 | $35,154 | — | — | — |
| 2022 | $63,914 | $50,902 | $13,012 | — | — |