Shamrock Foods Company Retirement Plan
Sponsored by Shamrock Foods Company · EIN 860209968 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Investments Usa Inc | Investment advisory (plan), Investment management fees (direct), Investment management | $263,321 |
| Mercer Global Advisors | Investment advisory (plan), Investment management fees (direct), Investment management | $147,235 |
| Usi Consulting Group Inc | Investment advisory (plan), Investment management fees (direct), Investment management | $85,585 |
| Cbiz Cpas, P.C. | Accounting, Direct payment from the plan | $38,500 |
| Cbiz Ris | Custodial (other), Direct payment from the plan | $6,800 |