Shamrock Trading Corporation 401(k) Profit Sharing Plan
Sponsored by Shamrock Trading Corporation · EIN 203564413 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 2,503
- With balances
- 2,776
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mhm Retirement Plan Solutions | Plan administrator | $61,735 |
| Merrill Lynch, Pierce Fenner & Smit | Recordkeeping fees, Investment management, Shareholder servicing fees | $24,452 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $10,350 |