Plan Ledger DOL Form 5500 · updated monthly

Shamrock Cabinet & Fixture Corporation401(k)

SHAMROCK CABINET AND FIXTURE CORPORATION 401(K) PROFIT SHARING PLAN · RAYTOWN, MO · plan year 2024

Reported admin expense ratio · 2024
0.65%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Shamrock Cabinet & Fixture Corporation reported $36,973 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,006 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.51% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (1,040th of 1,393), and 10,747th of 13,661 in manufacturing. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,884,837
Participants with balances120
Active participants119
Employer contributions$238,729
Employee contributions$371,947
Employer contribution per active participant$2,006
Average account balance$49,040
Benefits paid to participants$883,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 120 accts · $239K emplr
2023$5.6M · 106 accts · $407K emplr
2022$4.7M · 122 accts · $453K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,016
Investment management$13,957
Total administrative$36,973
The Shamrock Cabinet & Fixture Corporation 401(k) match · 2024
Employer contribution per active participant$2,006
Median for plans this size$1,313
2024$2,006 per active participant
2023$4,242 per active participant
2022$4,008 per active participant

Shamrock Cabinet & Fixture Corporation's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,016
SHEPARD WEALTH MANAGEMENT LLC · Investment advisory (plan)$13,957

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$36,973 · 0.65%
2023$32,790 · 0.64%
2022$23,874 · 0.51%
Same employer
Similar plansManufacturing · Missouri
Walker Products Inc. MO$6.3M · 0.43%
Otscon Inc. MO$6.3M · 0.01%
Custom Metalcraft, Inc. MO$6.2M · 0.74%
Newco Enterprises, Inc. MO$5.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430910644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.