Shamrock Foods Company 401(k) Plan And Trust
Sponsored by Shamrock Foods Company · EIN 860209968 · Plan #005
- Total assets
- $455M
- Net assets
- $455M
- Active participants
- 5,985
- With balances
- 7,271
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $475,886 |
| Mercer Global Advisors | Investment advisory (plan) | $210,410 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $25,000 |
| Cbiz Mhm, Llc | Accounting | $14,416 |