Plan Ledger DOL Form 5500 · updated monthly

Shamrock Trading Corporation401(k)

SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Shamrock Trading Corporation reported $96,535 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $2,854 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 3 years on file its reported administrative ratio has held roughly steady near 0.089%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 62nd-largest of 828 plans among Kansas employers on file, and the 207th of 2,677 in transportation & warehousing. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 2,046 to 2,503 since 2022.

Plan summary
Net assets, end of year$122,138,906
Participants with balances2,776
Active participants2,503
Employer contributions$7,144,402
Employee contributions$11,917,817
Employer contribution per active participant$2,854
Average account balance$43,998
Benefits paid to participants$4,975,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.1M · 2,776 accts · $7.1M emplr
2023$94.1M · 2,535 accts · $6.0M emplr
2022$68.1M · 2,244 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,450
Audit (IQPA)$10,350
Total administrative$96,535
The Shamrock Trading Corporation 401(k) match · 2024
Employer contribution per active participant$2,854
Median for plans this size$3,635
2024$2,854 per active participant
2023$2,593 per active participant
2022$2,306 per active participant

Shamrock Trading Corporation's 2024 employer contribution ran below the $3,635 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 · 20243
MHM RETIREMENT PLAN SOLUTIONS · Plan administrator$61,735
MERRILL LYNCH, PIERCE FENNER & SMIT · Investment management$24,452
PICKETT, CHANEY & MCMULLEN LLP · Accounting / audit$10,350

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$96,535 · 0.09%
2023$83,045 · 0.10%
2022$63,291 · 0.09%
All plans at this employer2
SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN401(k)
SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLANESOP
Same employer
Similar plansTransportation & Warehousing · Kansas
Watco Companies, L.L.C. KS$187.8M · 0.23%
Tallgrass Management LLC KS$187.0M · 0.10%
Accosys, Inc. KS$78.7M · 0.14%
Selex Es Inc. KS$18.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203564413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.