Shamrock Technologies, Inc. 401(k) Profit Sharing Plan
Sponsored by Shamrock Technologies, Inc. · EIN 131568209 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.2M
- Active participants
- 172
- With balances
- 202
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $32,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,985 |
| Empower Advisory Group, Llc | Investment management | $553 |