What public Form 5500 filings show about the Shamrock Trading Corporation 401(k) plan — and how to find and check your own account.
Shamrock Trading Corporation (EIN 20-3564413) reports SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $122.1M in plan assets across 2,503 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Shamrock Trading Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Shamrock Trading Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FMLA SOURCE, UMR, PICKETT CHANEY & MCMULLEN LLP, WEX HEALTH, COMPSYCH, MHM RETIREMENT PLAN SOLUTIONS.
