AUMdb

Shamrock Trading Corporation Esop Retirement Plan

Sponsored by Shamrock Trading Corporation · EIN 203564413 · Plan #002

Total assets
$97.9M
Net assets
$97.9M
Active participants
1,759
With balances
1,767

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.