SHAMROCK TRADING CORPORATION 401(k) Plan
What public Form 5500 filings show about the SHAMROCK TRADING CORPORATION 401(k) plan — and how to find and check your own account.
The SHAMROCK TRADING CORPORATION 401(k) on its latest Form 5500
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.
Who runs the SHAMROCK TRADING CORPORATION 401(k)?
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): MHM RETIREMENT PLAN SOLUTIONS, FMLA SOURCE, WEX HEALTH, COMPSYCH, UMR, PICKETT CHANEY & MCMULLEN LLP.
How to check your SHAMROCK TRADING CORPORATION 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask SHAMROCK TRADING CORPORATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).