Employers › Shamrock Farms
Recordkeeping fees per participant · Shamrock Farms Company Profit Sharing Plan and Trust · plan year 2024
$153.55
Higher than 80% of the 7,477 plans $1 to 10M that report it.
= $21,497 / 140
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013125053NAL0001257201001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013125053NAL0001257201001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$172.48
Higher than 72% of the 14,713 plans $1 to 10M that report it.
= $24,147 / 140
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013125053NAL0001257201001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013125053NAL0001257201001, received 2025-10-13
Administrative expenses per participant
$190.16
Higher than 60% of the 15,210 plans $1 to 10M that report it.
= $26,623 / 140
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013125053NAL0001257201001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013125053NAL0001257201001, received 2025-10-13
Administrative expenses as a share of assets
1.216%
Higher than 91% of the 15,243 plans $1 to 10M that report it.
= $26,623 / $2,189,096
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013125053NAL0001257201001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013125053NAL0001257201001, received 2025-10-13
Employer contributions per participant
$357
Higher than 10% of the 13,342 plans $1 to 10M that report it.
= $50,000 / 140
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013125053NAL0001257201001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013125053NAL0001257201001, received 2025-10-13
Employer share of total contributions
25.3%
Higher than 38% of the 13,370 plans $1 to 10M that report it.
= $50,000 / $197,592
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013125053NAL0001257201001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013125053NAL0001257201001, received 2025-10-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013125053NAL0001257201001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SHAMROCK FARMS COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Plan name | SHAMROCK FARMS COMPANY PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Sponsor EIN / plan number | 86-0274102 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Sponsor location | PHEONIX, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Industry (business code) | 112120, Agriculture, forestry, fishing and hunting | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Participants, beginning of year | 137 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Active participants | 136 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Participants, end of year | 183 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Participants with an account balance | 140 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total assets, beginning of year | $2,427,963 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total assets, end of year | $2,189,096 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Net assets, end of year | $2,189,096 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total income | $428,595 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Net income | $-238,867 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Employer contributions | $50,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Participant contributions | $147,592 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total contributions | $197,592 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Benefit payments | $639,621 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $667,462 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Total administrative expenses | $26,623 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Recordkeeping fees | $21,497 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| IQPA audit fees | $2,650 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Investment advisory and management fees | $2,476 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Administrative expenses excluding investment management | $24,147 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Held in mutual funds | $2,048,160 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013125053NAL0001257201001, received 2025-10-13 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013125053NAL0001257201001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013125053NAL0001257201001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $21,496 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013125053NAL0001257201001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,427,963 | $2,189,096 | -9.8% |
| Participants with a balance | 128 | 140 | 9.4% |
| Administrative expenses | $11,100 | $26,623 | 139.8% |
| Recordkeeping fees per participant | $86.72 | $153.55 | 77.1% |
| Employer contributions | $51,818 | $50,000 | -3.5% |
Prior filing 20241014105351NAL0014796051001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: SHAMROCK FARMS COMPANY; SEC registrant: SHAMROCK FARMS CO (CIK 1094798, matched by EIN).