Shamrock Home Loans, Inc.401(k)
SHAMROCK HOME LOANS, INC. 401(K) PLAN · RUMFORD, RI · plan year 2023
Shamrock Home Loans, Inc. reported $96,853 in plan administrative expenses for 2023: 1.86% of average plan assets, higher than ~90% of peers. 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 1 year on file its reported administrative ratio rose from 1.07% to 1.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Rhode Island (218th of 286), and 1,453rd of 2,096 in real estate & leasing.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 050447801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.